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.

Featured Video

Exit Strategies of the Rich and Famous

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

Featured Presentation

Principles of Preserving Wealth

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

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

4 Elements of an Estate Strategy

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

• Articles

  And the Executor Is

  The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

  3 Estate Challenges for Blended Families

  This article will help your clients with blended families think and prepare their estate strategy.

  Test Your Estate Strategy Knowledge

  Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

  Choosing a Business Structure

  Entrepreneurs all face the same question, “Which business structure should I adopt?”

  A Living Trust Primer

  Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

  Why Everyone Needs an Estate Strategy

  Do you have an estate strategy? You should.

  View all articles

• Presentations

  Principles of Preserving Wealth

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

  View all presentations

• Videos

  4 Elements of an Estate Strategy

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

  When Special Care Is Needed: The Special Needs Trust

  A special needs trust helps care for a special needs child when you’re gone.

  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.

  View all videos