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.
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.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Have A Question About This Topic?
Do you have causes that you want to support with donations?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Articles
Calculators
Presentations
Videos
Articles
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here’s an inside look.Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.3 Estate Challenges for Blended Families
If you’ve been re-married or divorced, these family structures may present some unique challenges. This article will help your clients with blended families think and prepare their estate strategy.Yours, Mine, and Ours: Estate Strategies for Second Marriaget
Second marriages are a trigger event to revisit any existing estate strategies.View all articles
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 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 articles
Presentations
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.View all articles
Videos