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

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?

A Brief Guide to Prenups

Society’s views on prenuptial agreements are evolving. Here’s how prenups can make your relationship stronger.

4 Elements of an Estate Strategy

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

• Articles

  Helping Your Children Prepare for an Inheritance

  Six strategies to facilitate an important – though potentially uncomfortable – conversation around inheriting wealth.

  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.

  And the Executor Is

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

  Address Potential Incapacity with Estate Planning

  Use a power of attorney and revocable trust to ensure your wishes are honored if you become incapacitated.

  When Heirs are Imperfect

  The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

  Four Steps to Valuing an Estate

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

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• Videos

  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.

  Safeguard Your Digital Estate

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

  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.

  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