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.

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Exit Strategies of the Rich and Famous

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

What To Look For in a Trustee

There’s a lot to consider when appointing a trustee for your estate. Here are 3 questions to ask when making the decision.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Critical Estate Documents

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

Planning To Be Alone

4 tips on how to financially prepare for widowhood

White Elephant Inheritance

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

Planning for a Child With Special Needs

5 ways to navigate the financial challenges associated with caring for someone with special needs.

Managing Family Dynamics in Business Succession

Preserve both your business and your family bonds with a thoughtful succession strategy.

The Basic Elements of Estate Planning

It’s not just for the ultra-wealthy. Estate plans can help protect assets, make things easier for heirs and minimize taxes.

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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.

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.

Exit Strategies of the Rich and Famous

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

When Do You Need a Will?

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

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Articles

A Checklist for When a Spouse or Parent Passes

An overview of some fundamental steps when a loved one passes.

Succeeding at Business Succession

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

Revocable Trusts Explained

Revocable trusts can be used to help ensure your financial wishes are met while you are living and after death.

Choosing a Business Structure

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

What to Do After Losing a Loved One

It’s easy to feel overwhelmed as the executor of a loved one’s estate. Here’s steps to make the process more manageable.

How To Talk Through Transitioning a Family Business

Five strategies to navigate difficult conversations around succession planning and help bring a family together.

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Videos

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?

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

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?

View all videos