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.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Have A Question About This Topic?
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall 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.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
How you can help your family succeed for a lifetime
Generational Wealth: How you can help your family succeed for a lifetime
Estate Strategies of the Rich and Famous
The examples of famous celebrities underline the need for a clear estate strategy.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
Planning for a Seamless Wealth Transfer Across Generations
Planning for a Seamless Wealth Transfer Across Generations
View all articles
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
View all calculators
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
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.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
View all videos
-
Articles
-
Calculators
-
Videos