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.

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Do you have causes that you want to support with donations?

Are You Prepared for an Estate Tax Sunset?

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A special needs trust helps care for a special needs child when you’re gone.

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Are You Prepared for an Estate Tax Sunset?

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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.

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

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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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.

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

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

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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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