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.
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.
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When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Year-End Planning: Preserve, Grow, and Give
Ensure your wealth is preserved, grown, and passed on by using strategic, purposeful year-end planning for lasting impact.
Planning Your Legacy & Your Family’s Financial Future
Leave a legacy and plan for your family's financial future. Arrange your affairs and find ways to pass on your wealth.
Estate Planning: Grow & Preserve Your Wealth
Preserve your lifestyle, legacy, and assets with estate planning and risk strategies built for high-net-worth households.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Smart Habits to Protect Generational Wealth
Learn how to preserve and encourage family wealth with these simple, effective financial habits.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
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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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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?
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
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.
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