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.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
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?
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
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."
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Are You Prepared for an Estate Tax Sunset?
The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
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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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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.
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.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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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