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.

Featured Video

Charitable Giving: Smart from the Heart

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

4 Elements of an Estate Strategy

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

A Brief Guide to Prenups

Society’s views on prenuptial agreements are evolving. Here’s how prenups can make your relationship stronger.

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

  White Elephant Inheritance

  This article deals with how one might deal with a burdensome inheritance.

  Test Your Estate Strategy Knowledge

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

  Problems with Probate

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

  What to Do After Losing a Loved One

  It’s easy to feel overwhelmed as the executor of a loved one’s estate. Here’s steps to make the process more manageable.

  What To Look For in a Trustee

  There’s a lot to consider when appointing a trustee for your estate. Here are 3 questions to ask when making the decision.

  A House Divided

  If you’re thinking of buying a vacation home with family, here are some ground rules to consider before making it legal.

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• Videos

  When Special Care Is Needed: The Special Needs Trust

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

  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?

  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?

  4 Elements of an Estate Strategy

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

  View all videos