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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Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

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

Test Your Estate Strategy Knowledge

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Safeguard Your Digital Estate

Safeguard Your Digital Estate

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

Intellectual Property Rocks in a New Digital Era

Intellectual property ownership and its implications for ordinary people and estates.

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

Grantor Retained Annuity Trusts (GRATs)

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

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Steps to Protecting a Child with Disabilities

Planning for children with special needs can be confusing but by working together, we can help navigate those challenges.

Are You Prepared for an Estate Tax Sunset?

The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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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.

Exit Strategies of the Rich and Famous

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

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?

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.

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