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
Have A Question About This Topic?
Articles
Steps to help you sustain and grow your retirement savings.
An overview of some fundamental steps when a loved one passes.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
This article deals with how one might deal with a burdensome inheritance.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Second marriages are a trigger event to revisit any existing estate strategies.
Calculators
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Videos
Estate conservation is too important to put off. Do you have a smart exit strategy?
If you died, what would happen to your email archives, social profiles and online accounts?
Do you have causes that you want to support with donations?
When do you need a will? The answer is easy: Right Now.