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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 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.

 
 
 
Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Financial Strategies in a Post-DOMA World

Financial Strategies in a Post-DOMA World

The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy

When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: right now.

 

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

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."

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Succeeding at Business Succession

There a number of reasons for business owners to consider a business succession plan sooner rather than later.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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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.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

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?

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

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