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.

Featured Video

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.

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?

• Articles

  Test Your Estate Strategy Knowledge

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

  Estate Strategies of the Rich and Famous

  The examples of famous celebrities underline the need for a clear estate strategy.

  4 Steps to Protecting a Child with Disabilities

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

  Put It in a Letter

  A letter of instruction provides additional and more personal information regarding your estate.

  3 Estate Challenges for Blended Families

  This article will help your clients with blended families think and prepare their estate strategy.

  And the Executor Is

  The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

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• Calculators

  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.

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• Videos

  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?

  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?

  Safeguard Your Digital Estate

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

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