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.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
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Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate 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.
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
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."
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Building Your Financial Dream Team
Learn how different financial professionals can work together to support your goals and strengthen your financial future.
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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.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
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?
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
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