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.
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Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
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."
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
When Should You Revisit Your Estate Plan?
Buying a house? Moving to a new state? There are many good reasons to take another look at your will and estate plans.
4 Steps to Protecting a Child with Disabilities
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
Talking With Aging Parents About Their Finances
How you can make conversations with your parents about their finances easier and more productive.
The Basic Elements of Estate Planning
It’s not just for the ultra-wealthy. Estate plans can help protect assets, make things easier for heirs and minimize taxes.
Planning for a Child With Special Needs
5 ways to navigate the financial challenges associated with caring for someone with special needs.
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.
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When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
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.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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