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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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.

When Heirs are Imperfect

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

4 Elements of an Estate Strategy

4 Elements of an Estate Strategy

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

3 Estate Challenges for Blended Families

This article will help your clients with blended families think and prepare their estate strategy.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Will Power

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

And the Executor Is

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

Managing the Risk of Outliving Your Money

Steps to help you sustain and grow your retirement savings.

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.

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Principles of Preserving Wealth

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

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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.

When Special Care Is Needed: The Special Needs Trust

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

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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