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.
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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When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Steps to Protecting a Child with Disabilities
Planning for children with special needs can be confusing but by working together, we can help navigate those challenges.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
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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.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
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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Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
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?
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