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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.

 
 
Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

White Elephant Inheritance

White Elephant Inheritance

This article deals with how one might deal with a burdensome inheritance.

When Do You Need a Will?

When Do You Need a Will?

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

 

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Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

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.

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

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

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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.

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When Do You Need a Will?

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

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Charitable Giving: Smart from the Heart

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

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