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.

When Do You Need a Will?

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

Four Steps to Valuing an Estate

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

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

  Revising Estate Strategy Assumptions

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

  Managing the Risk of Outliving Your Money

  Steps to help you sustain and grow your retirement savings.

  A Living Trust Primer

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

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

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

  Will Power

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

  Why Everyone Needs an Estate Strategy

  Do you have an estate strategy? You should.

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• Calculators

  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.

  View all calculators

• Presentations

  Principles of Preserving Wealth

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

  View all presentations

• Videos

  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?

  When Do You Need a Will?

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

  Safeguard Your Digital Estate

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

  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?

  View all videos