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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Perspectives on Estate Planning

Estate Planning is not just for the extremely wealthy

Charitable Giving: Smart from the Heart

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

Test Your Estate Strategy Knowledge

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

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

• Articles

  Keeping Your Legacy Secure

  Simple strategies for protecting your assets from creditors and lawsuits

  Why Everyone Needs an Estate Plan – Yes, Even You

  No matter where you are in your life – just starting out, a couple years into your career or planning for retirement – you can and should have an estate plan.

  Planning for a Child With Special Needs

  5 ways to navigate the financial challenges associated with caring for someone with special needs.

  Succeeding at Business Succession

  There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

  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.

  When Should You Revisit Your Estate Plan?

  Buying a house? Moving to a new state? There are many good reasons to take another look at your will and estate plans.

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• Videos

  Charitable Giving: Smart from the Heart

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

  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.

  Perspectives on Estate Planning

  Estate Planning is not just for the extremely wealthy

  Exit Strategies of the Rich and Famous

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

  When Do You Need a Will?

  When do you need a will? The answer is easy: Right Now.

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