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?

Featured Presentation

Principles of Preserving Wealth

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

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

  Will Power

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

  A Brief History of Estate Taxes

  Federal estate taxes have long since been a lucrative source of funding for the federal government.

  When Heirs are Imperfect

  The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

  Test Your Estate Strategy Knowledge

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

  Yours, Mine, and Ours: Estate Strategies for Second Marriage

  Second marriages are a trigger event to revisit any existing estate strategies.

  A Checklist for When a Spouse or Parent Passes

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

  View all articles

• Calculators

  What Is My Current Net Worth?

  Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

  What's My Potential Estate Tax?

  This calculator helps estimate your federal estate tax liability.

  What Is My Life Expectancy?

  Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

  View all calculators

• Presentations

  Principles of Preserving Wealth

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

  View all presentations

• Videos

  Exit Strategies of the Rich and Famous

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

  When Special Care Is Needed: The Special Needs Trust

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

  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.

  4 Elements of an Estate Strategy

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

  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?

  View all videos