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

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.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall 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.

• Articles

  Steps to Protecting a Child with Disabilities

  Planning for children with special needs can be confusing but by working together, we can help navigate those challenges.

  4 Steps to Protecting a Child with Disabilities

  Planning for a child with special needs can be complicated, confusing, and even overwhelming.

  A Checklist for When a Spouse or Parent Passes

  An overview of some fundamental steps when a loved one passes.

  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.

  Critical Estate Documents

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

  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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• 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.

  Charitable Giving: Smart from the Heart

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

  When Special Care Is Needed: The Special Needs Trust

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

  4 Elements of an Estate Strategy

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

  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.

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