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.
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.
Leaving a Legacy: Saving for Your Family's Financial Future
Start taking proactive measures to safeguard your legacy and plan for your family’s financial future.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Estate Planning as a Family Unit
In retirement, talk to your family as you plan your estate. Restate your values. Cover the physical and financial sides.
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Grantor Retained Annuity Trusts (GRATs)
Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
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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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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.
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.
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.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?