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.
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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When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
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.
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
Grantor Retained Annuity Trusts (GRATs)
Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval 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.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
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Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
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Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
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.
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.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
View all videos
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