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?
Passing Your Second Home to the Next Generation
Transitioning a family home to the next generation? These strategies can help preserve your legacy and avoid conflict.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Staying Out of Probate
A wise use of trusts can keep your heirs from the hassle of probate court.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
Passing Your Second Home to the Next Generation
Transitioning a family home to the next generation? These strategies can help preserve your legacy and avoid conflict.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate 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."
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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?
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.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
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.
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