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

When Special Care Is Needed: The Special Needs Trust

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

Featured Presentation

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Exit Strategies of the Rich and Famous

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

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Charitable Giving: Smart from the Heart

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

• Articles

  Four Reasons Millennials Need an Estate Strategy

  Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

  What is the Value of Your Business?

  Ascertaining the value of your business is important for a variety of reasons.

  Will Power

  Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

  Why Everyone Needs an Estate Strategy

  Do you have an estate strategy? You should.

  Put It in a Letter

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

  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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• Calculators

  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.

  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.

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• Presentations

  Principles of Preserving Wealth

  How federal estate taxes work, plus estate management documents and tactics.

  View all presentations

• Videos

  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.

  Safeguard Your Digital Estate

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

  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.

  When Special Care Is Needed: The Special Needs Trust

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

  Charitable Giving: Smart from the Heart

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

  View all videos