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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4 Elements of an Estate Strategy

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

Charitable Giving: Smart from the Heart

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How you can help your family succeed for a lifetime

Generational Wealth: How you can help your family succeed for a lifetime

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.

• Articles

  How you can help your family succeed for a lifetime

  Generational Wealth: How you can help your family succeed for a lifetime

  Yours, Mine, and Ours: Estate Strategies for Second Marriage

  Second marriages are a trigger event to revisit any existing estate strategies.

  3 Estate Challenges for Blended Families

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

  And the Executor Is

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

  When Heirs are Imperfect

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

  Choosing a Business Structure

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

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• Calculators

  Comparing Mortgage Terms

  Compare different mortgage term lengths side by side to find the option that fits your budget.

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• Videos

  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.

  4 Elements of an Estate Strategy

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

  Charitable Giving: Smart from the Heart

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

  View all videos