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 Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
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Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
How to Talk to Your Kids About Inheritance
Learn how to discuss inheritance with your adult children in a way that sets expectations and reduces uncertainty.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
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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.
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.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
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