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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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?

Test Your Estate Strategy Knowledge

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Estate Management 101

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.

Managing the Risk of Outliving Your Money

Steps to help you sustain and grow your retirement savings.

Intellectual Property and Your Estate

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

Critical Estate Documents

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

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

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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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Charitable Giving: Smart from the Heart

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

4 Elements of an Estate Strategy

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

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?

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.

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