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.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
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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?
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."
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
How Often Should You Update Your Estate Strategy?
Review your legacy approach regularly, particularly following significant life events or legislative updates.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
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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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Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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?
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.
View all videos
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