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.

Have A Question About This Topic?

Thank you! Oops!
4 Elements of an Estate Strategy

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Estate Management 101

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.

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

The Basic Elements of Estate Planning

While estate planning may seem to be primarily the purview of the ultra-wealthy, the truth is that it’s a multifaceted process that can provide benefits to people in many different economic situations.

A Brief Guide to Prenups

Prenuptial agreements are a smart route to take for many couples. Read about reasons to have one and their best practices.

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

Planning To Be Alone

4 tips on how to financially prepare for widowhood

Get Your Estate Plans in Order for Year-End

Here are three estate planning strategies to consider before the end of the year to assist in transferring wealth.

View all articles

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

Perspectives on Estate Planning

Estate Planning is not just for the extremely wealthy

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 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