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 Special Care Is Needed: The Special Needs Trust

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 an Inheritance

Managing an Inheritance

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

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.

 

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Estate Strategies of the Rich and Famous

The examples of famous celebrities underline the need for a clear estate strategy.

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.

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.

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

And the Executor Is

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

View all articles arrow

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 Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

View all calculators arrow

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 Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

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.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Charitable Giving: Smart from the Heart

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

View all videos arrow