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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.

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

Estate Strategies of the Rich and Famous

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The examples of famous celebrities underline the need for a clear estate strategy.

When Special Care Is Needed: The Special Needs Trust

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An overview of some fundamental steps when a loved one passes.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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

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

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

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?

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Learn about the importance of having an estate strategy in this helpful and informative video.

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