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.

Featured Video

When Do You Need a Will?

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

Featured Presentation

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Charitable Giving: Smart from the Heart

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

Test Your Estate Strategy Knowledge

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

When Special Care Is Needed: The Special Needs Trust

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

• Articles

  A Checklist for When a Spouse or Parent Passes

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

  A Primer on Irrevocable Life Insurance Trusts

  Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

  3 Estate Challenges for Blended Families

  If you’ve been re-married or divorced, these family structures may present some unique challenges. This article will help your clients with blended families think and prepare their estate strategy.

  And the Executor Is

  The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

  Four Steps to Valuing an Estate

  Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

  Managing an Inheritance

  A windfall from a loved one can be both rewarding and complicated.

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• Calculators

  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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• Presentations

  Principles of Preserving Wealth

  How federal estate taxes work, plus estate management documents and tactics.

  View all presentations

• Videos

  Safeguard Your Digital Estate

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

  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.

  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.

  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.

  View all videos