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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Estate Management 101

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.

Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

4 Elements of an Estate Strategy

4 Elements of an Estate Strategy

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

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

A Checklist for When a Spouse or Parent Passes

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

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

White Elephant Inheritance

This article deals with how one might deal with a burdensome inheritance.

Estate Strategies of the Rich and Famous

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

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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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Safeguard Your Digital Estate

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

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.

4 Elements of an Estate Strategy

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

Charitable Giving: Smart from the Heart

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

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