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

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

Exit Strategies of the Rich and Famous

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

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

When Do You Need a Will?

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

• Articles

  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.

  Will Power

  Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

  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."

  A Checklist for When a Spouse or Parent Passes

  An overview of some fundamental steps when a loved one passes.

  Intellectual Property Rocks in a New Digital Era

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

  How Often Should You Update Your Estate Strategy?

  Review your legacy approach regularly, particularly following significant life events or legislative updates.

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• Calculators

  Comparing Mortgage Terms

  Compare different mortgage term lengths side by side to find the option that fits your budget.

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• Videos

  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.

  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.

  4 Elements of an Estate Strategy

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

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