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
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Have A Question About This Topic?
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Asset and Account Consolidation for Your Estate
Investment account consolidation is important to consider for estate planning.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
View all articles
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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.
View all calculators
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
View all presentations
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
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? Here are three tips.
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
-
Articles
-
Calculators
-
Presentations
-
Videos