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.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
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.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
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."
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
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What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
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.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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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?
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
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.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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