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.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
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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.
What To Look For in a Trustee
There’s a lot to consider when appointing a trustee for your estate. Here are 3 questions to ask when making the decision.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
What To Look For in a Trustee
There’s a lot to consider when appointing a trustee for your estate. Here are 3 questions to ask when making the decision.
When Should You Revisit Your Estate Plan?
Buying a house? Moving to a new state? There are many good reasons to take another look at your will and estate plans.
Planning for a Child With Special Needs
5 ways to navigate the financial challenges associated with caring for someone with special needs.
A Closer Look: Estate Planning Without Heirs
What real-life planning situations require when traditional heirs aren’t part of the picture.
A Brief Guide to Prenups
Society’s views on prenuptial agreements are evolving. Here’s how prenups can make your relationship stronger.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
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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.
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.
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.
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