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.

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Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

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Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

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Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.

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Federal estate taxes have long since been a lucrative source of funding for the federal government.

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Probate can be a completely public process, or it can be managed to include as little information as possible.

4 Steps to Protecting a Child with Disabilities

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

A Checklist for When a Spouse or Parent Passes

An overview of some fundamental steps when a loved one passes.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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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.

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

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?

Perspectives on Estate Planning

Estate Planning is not just for the extremely wealthy

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

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