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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Charitable Giving: Smart from the Heart

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

Revising Estate Strategy Assumptions

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

Estate Management 101

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

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

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

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Principles of Preserving Wealth

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

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

Charitable Giving: Smart from the Heart

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

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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.

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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.

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