Estate
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
4 Steps to Protecting a Child with Disabilities
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Are You Prepared for an Estate Tax Sunset?
The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Intellectual Property and Your Estate
Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
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What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
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