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.

Have A Question About This Topic?

Thank you! Oops!
When Do You Need a Will?

When Do You Need a Will?

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

Put It in a Letter

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

Will Power

Will Power

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

Will Power

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

4 Steps to Protecting a Child with Disabilities

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Four Steps to Valuing an Estate

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

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.

View all articles

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?

View all videos