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 Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Have A Question About This Topic?
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
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."
Asset and Account Consolidation for Your Estate
Investment account consolidation is important to consider for estate planning.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
View all articles
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
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
View all presentations
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
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.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.