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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When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
How to Talk to Your Kids About Inheritance
Learn how to discuss inheritance with your adult children in a way that sets expectations and reduces uncertainty.
Protecting Your Assets in Divorce
Learn key information about state laws, protecting your property, and preparing financially for a separation.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Building Your Financial Dream Team
Learn how different financial professionals can work together to support your goals and strengthen your financial future.
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Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
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