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!
Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

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

Put It in a Letter

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

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.

Planning Your Legacy

Legacy or estate planning is part of good retirement planning. Here are a few things to consider when working on your plan.

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

And the Executor Is

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

4 Steps to Protecting a Child with Disabilities

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

Tips for Finding Care for Your Disabled Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

The 12 Steps to Living Confidently: Legacy and Estate

You wouldn’t leave your paycheck on the bus. Without basic estate planning, your wealth is equally at risk.

View all articles

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

View all presentations

Exit Strategies of the Rich and Famous

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

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.

View all videos