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!
4 Elements of an Estate Strategy

4 Elements of an Estate Strategy

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

Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

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

White Elephant Inheritance

This article deals with how one might deal with a burdensome inheritance.

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

Planning for a Child With Special Needs

5 ways to navigate the financial challenges associated with caring for someone with special needs.

Planning To Be Alone

4 tips on how to financially prepare for widowhood

What to Do After Losing a Loved One

It’s easy to feel overwhelmed as the executor of a loved one’s estate. Here’s steps to make the process more manageable.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

View all articles

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Perspectives on Estate Planning

Estate Planning is not just for the extremely wealthy

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

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.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

View all videos