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.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
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When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Building Your Financial Dream Team
Learn how different financial professionals can work together to support your goals and strengthen your financial future.
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.
Smart Homeownership Strategies in a Changing Market
Learn how to evaluate your readiness to buy a home, and make a decision that supports your long-term goals.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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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.
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.
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