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.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
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.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
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
The 12 Steps to Living Confidently: Legacy and Estate
You wouldn’t leave your paycheck on the bus. Without basic estate planning, your wealth is equally at risk.
Unintentionally Disinheriting Your Spouse
When’s the last time you reviewed your will? Do you remember your attorney discussing a concept known as the unified credit?
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Asset and Account Consolidation for Your Estate
Investment account consolidation is important to consider for estate planning.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
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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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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
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 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?