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?
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When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
Digital Legacy Planning: Protecting Your Online Assets
Find out how to ensure your digital accounts are properly incorporated into your estate plan.
4 Steps to Protecting a Child with Disabilities
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
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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?
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
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.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
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