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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.

 
 
 
Do You Feel Lucky?

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

When Do You Need a Will?

When Do You Need a Will?

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

 

Put It in a Letter

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

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

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."

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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.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is My Current Net Worth?

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

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Principles of Preserving Wealth

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

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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

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

When Do You Need a Will?

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

When Special Care Is Needed: The Special Needs Trust

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

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

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