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.

When Do You Need a Will?

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

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."

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.

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

Estate Strategies to Grow Wealth for Generations

Discover the strategies you can use to protect your estate, reduce risk, and help grow your wealth for future generations.

Managing the Risk of Outliving Your Money

Steps to help you sustain and grow your retirement savings.

Intellectual Property Rocks in a New Digital Era

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

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

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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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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?