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 Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
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Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Planning for a Child With Special Needs
5 ways to navigate the financial challenges associated with caring for someone with special needs.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
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."
Staying Out of Probate
A wise use of trusts can keep your heirs from the hassle of probate court.
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.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
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When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
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?
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
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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