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.
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When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
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.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
View all presentations
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.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
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.
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