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.

 
 
 
Safeguard Your Digital Estate

Safeguard Your Digital Estate

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

Yours, Mine, and Ours: Estate Strategies for Second Marriage

Yours, Mine, and Ours: Estate Strategies for Second Marriage

Second marriages are a trigger event to revisit any existing estate strategies.

When Do You Need a Will?

When Do You Need a Will?

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

 

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

Yours, Mine, and Ours: Estate Strategies for Second Marriage

Second marriages are a trigger event to revisit any existing estate strategies.

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

Tips for Finding Care for Your Disabled Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

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."

4 Steps to Protecting a Child with Disabilities

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

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Principles of Preserving Wealth

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

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Exit Strategies of the Rich and Famous

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

Charitable Giving: Smart from the Heart

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

Safeguard Your Digital Estate

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

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.

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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