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?

Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Asset and Account Consolidation for Your Estate
Investment account consolidation is important to consider for estate planning.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
The 12 Steps to Living Confidently: Legacy and Estate
You wouldn’t leave your paycheck on the bus. Without basic estate planning, your wealth is equally at risk.
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
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
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
View all presentations
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.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
View all videos
-
Articles
-
Presentations
-
Videos