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.

 

Related Content

Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

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

Preserve, Grow, and Give: Year-End Wealth Planning

Preserve, Grow, and Give: Year-End Wealth Planning

Help preserve, grow, and pass on your wealth and legacy to future generations through smart year-end planning strategies.

When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

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

 

Managing the Risk of Outliving Your Money

Steps to help you sustain and grow your retirement savings.

Choosing a Business Structure

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

Grantor Retained Annuity Trusts (GRATs)

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.

Preserve, Grow, and Give: Year-End Wealth Planning

Help preserve, grow, and pass on your wealth and legacy to future generations through smart year-end planning strategies.

4 Steps to Protecting a Child with Disabilities

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

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

View all articles arrow

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

View all calculators arrow

Charitable Giving: Smart from the Heart

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

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?

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.

Safeguard Your Digital Estate

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

View all videos arrow