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.

Have A Question About This Topic?

Thank you! Oops!
Perspectives on Estate Planning

Perspectives on Estate Planning

Estate Planning is not just for the extremely wealthy

A Checklist for When a Spouse or Parent Passes

A Checklist for When a Spouse or Parent Passes

An overview of some fundamental steps when a loved one passes.

Estate Management 101

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.

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

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 Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

Keeping Your Legacy Secure

Simple strategies to protect your assets from creditors and lawsuits

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.

View all articles

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

View all presentations

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.

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.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Perspectives on Estate Planning

Estate Planning is not just for the extremely wealthy

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

View all videos