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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When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

A Brief Guide to Prenups

A Brief Guide to Prenups

Society’s views on prenuptial agreements are evolving. Here’s how prenups can make your relationship stronger.

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.

What To Look For in a Trustee

There’s a lot to consider when appointing a trustee for your estate. Here are 3 questions to ask when making the decision.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

Choosing a Business Structure

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

Helping Your Children Prepare for an Inheritance

Six strategies to facilitate an important – though potentially uncomfortable – conversation around inheriting wealth.

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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?

4 Elements of an Estate Strategy

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

Safeguard Your Digital Estate

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

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