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.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
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A Hard Conversation Made Easy
Communication is key to a smooth transfer of wealth and the fulfillment of your wishes. Explore estate planning as a family.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Strategies to Defend Purchasing Power Across Generations
Keep your wealth working by preserving purchasing power over time.
Leaving a Legacy: Saving for Your Family's Financial Future
Start taking proactive measures to safeguard your legacy and plan for your family’s financial future.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
A Hard Conversation Made Easy
Communication is key to a smooth transfer of wealth and the fulfillment of your wishes. Explore estate planning as a family.
Intellectual Property and Your Estate
Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
6 Habits to Help Preserve and Encourage Generational Wealth
Six essential financial habits to protect wealth and create a legacy that lasts for generations.
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Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
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Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?