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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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.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
White Elephant Inheritance
This article deals with how one might deal with a burdensome inheritance.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
Planning for a Seamless Wealth Transfer Across Generations
Planning for a Seamless Wealth Transfer Across Generations
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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?
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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.
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.
View all videos
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