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 Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Have A Question About This Topic?
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.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Perspectives on Estate Planning
Estate Planning is not just for the extremely wealthy
Planning for a Child With Special Needs
5 ways to navigate the financial challenges associated with caring for someone with special needs.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Planning To Be Alone
4 tips on how to financially prepare for widowhood
The Basic Elements of Estate Planning
While estate planning may seem to be primarily the purview of the ultra-wealthy, the truth is that it’s a multifaceted process that can provide benefits to people in many different economic situations.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
View all articles
Perspectives on Estate Planning
Estate Planning is not just for the extremely wealthy
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.
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 Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
View all videos
-
Articles
-
Videos