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.
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.
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4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
A Brief Guide to Prenups
Society’s views on prenuptial agreements are evolving. Here’s how prenups can make your relationship stronger.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
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.
Passing Down a Family Vacation Home: A Case Study
How one family used thoughtful planning to balance legacy, responsibility and flexibility when passing down a vacation home.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Everything You Need To Know About Tax-Free Family Gifting
With a well-planned gifting strategy, you can transfer wealth tax-free to your beneficiaries.
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Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
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When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
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.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
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.
View all videos
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