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.
Perspectives on Estate Planning
Estate Planning is not just for the extremely wealthy
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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."
Planning To Be Alone
4 tips on how to financially prepare for widowhood
October Wealth Strategies
Wealth management and trust experts discuss how to secure a legacy while deepening familial bonds.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
Helping Your Children Prepare for an Inheritance
Six strategies to facilitate an important – though potentially uncomfortable – conversation around inheriting wealth.
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Perspectives on Estate Planning
Estate Planning is not just for the extremely wealthy
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
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.
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