Estate | The Woods Group

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.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

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When Do You Need a Will?

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

Managing Family Dynamics in Business Succession

Preserve both your business and your family bonds with a thoughtful succession strategy.

Safeguard Your Digital Estate

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

White Elephant Inheritance

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

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Ten Common Estate Settlement Mistakes

Make sure your legacy is carried out according to your wishes by avoiding these estate planning pitfalls.

A Checklist for When a Spouse or Parent Passes

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

Address Potential Incapacity with Estate Planning

Use a power of attorney and revocable trust to ensure your wishes are honored if you become incapacitated.

4 Steps to Protecting a Child with Disabilities

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

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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 Do You Need a Will?

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

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

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?

Safeguard Your Digital Estate

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

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Articles

Revocable Trusts Explained

Revocable trusts can be used to help ensure your financial wishes are met while you are living and after death.

3 Estate Challenges for Blended Families

This article will help your clients with blended families think and prepare their estate strategy.

Address Potential Incapacity with Estate Planning

Use a power of attorney and revocable trust to ensure your wishes are honored if you become incapacitated.

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

When Should You Revisit Your Estate Plan?

Buying a house? Moving to a new state? There are many good reasons to take another look at your will and estate plans.

Staying Out of Probate

A wise use of trusts can keep your heirs from the hassle of probate court.

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Videos

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.

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.

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.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

View all videos