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.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
6 Habits to Help Preserve and Encourage Generational Wealth
Six essential financial habits to protect wealth and create a legacy that lasts for generations.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Intellectual Property Rocks in a New Digital Era
Intellectual property ownership and its implications for ordinary people and estates.
Estate Planning as a Family Unit
In retirement, talk to your family as you plan your estate. Restate your values. Cover the physical and financial sides.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Planning Your Legacy & Your Family’s Financial Future
Leave a legacy and plan for your family's financial future. Arrange your affairs and find ways to pass on your wealth.
Estate Strategies of the Rich and Famous
The examples of famous celebrities underline the need for a clear estate strategy.
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
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Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
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Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
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.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
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.