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?

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.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Exit Strategies of the Rich and Famous

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

• Articles

  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.

  Managing Family Dynamics in Business Succession

  Preserve both your business and your family bonds with a thoughtful succession strategy.

  What is the Value of Your Business?

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

  Everything You Need To Know About Tax-Free Family Gifting

  With a well-planned gifting strategy, you can transfer wealth tax-free to your beneficiaries.

  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."

  Passing Your Second Home to the Next Generation

  Transitioning a family home to the next generation? These strategies can help preserve your legacy and avoid conflict.

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• Videos

  When Do You Need a Will?

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

  4 Elements of an Estate Strategy

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

  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?

  Exit Strategies of the Rich and Famous

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

  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.

  View all videos