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.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
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When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Keeping Your Legacy Secure
Simple strategies for protecting your assets from creditors and lawsuits
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
What To Look For in a Trustee
There’s a lot to consider when appointing a trustee for your estate. Here are 3 questions to ask when making the decision.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Estate Planning When Time Is Short
Questions designed to help you prioritize essential decisions when you have limited time left to live.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Get Your Estate Plans in Order for Year-End
Here are three estate planning strategies to consider before the end of the year to assist in transferring wealth.
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Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
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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?
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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.
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.
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