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.

Featured Video

Exit Strategies of the Rich and Famous

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

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

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.

• Articles

  Critical Estate Documents

  Sound estate management includes creating financial and healthcare documents. Here's an inside look.

  3 Estate Challenges for Blended Families

  This article will help your clients with blended families think and prepare their estate strategy.

  Trends in Charitable Giving

  Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

  Put It in a Letter

  A letter of instruction provides additional and more personal information regarding your estate.

  Intellectual Property Rocks in a New Digital Era

  Intellectual property ownership and its implications for ordinary people and estates.

  Intellectual Property and Your Estate

  Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

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• Calculators

  What's My Potential Estate Tax?

  This calculator helps estimate your federal estate tax liability.

  What Is My Current Net Worth?

  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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• Videos

  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?

  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?

  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 Special Care Is Needed: The Special Needs Trust

  A special needs trust helps care for a special needs child when you’re gone.

  View all videos