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.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
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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
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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.