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.

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.

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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?

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

Charitable Giving: Smart from the Heart

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

Put It in a Letter

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

And the Executor Is

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

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

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

Asset and Account Consolidation for Your Estate

Investment account consolidation is important to consider for estate planning.

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

4 Steps to Protecting a Child with Disabilities

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

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