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.
Perspectives on Estate Planning
Estate Planning is not just for the extremely wealthy
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Why Everyone Needs an Estate Plan – Yes, Even You
No matter where you are in your life – just starting out, a couple years into your career or planning for retirement – you can and should have an estate plan.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
You May Be Wealthier Than You Think
Family wealth is measured in ways not found on a spreadsheet or portfolio statement.
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
Keeping Your Legacy Secure
Simple strategies for protecting your assets from creditors and lawsuits
Planning for a Child With Special Needs
5 ways to navigate the financial challenges associated with caring for someone with special needs.
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When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
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?
Perspectives on Estate Planning
Estate Planning is not just for the extremely wealthy
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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