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.

 
 
 
Safeguard Your Digital Estate

Safeguard Your Digital Estate

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

The 12 Steps to Living Confidently: Legacy and Estate

The 12 Steps to Living Confidently: Legacy and Estate

You wouldn’t leave your paycheck on the bus. Without basic estate planning, your wealth is equally at risk.

Estate Management 101

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

 

Asset and Account Consolidation for Your Estate

Investment account consolidation is important to consider for estate planning.

Put It in a Letter

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

Planning Your Legacy

Legacy or estate planning is part of good retirement planning. Here are a few things to consider when working on your plan.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Unintentionally Disinheriting Your Spouse

When’s the last time you reviewed your will? Do you remember your attorney discussing a concept known as the unified credit?

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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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Principles of Preserving Wealth

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

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When Do You Need a Will?

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

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.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

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