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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Charitable Giving: Smart from the Heart

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

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.

Estate Strategies to Grow Wealth for Generations

Discover the strategies you can use to protect your estate, reduce risk, and help grow your wealth for future generations.

When Do You Need a Will?

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

• Articles

  Managing an Inheritance

  A windfall from a loved one can be both rewarding and complicated.

  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."

  Problems with Probate

  Probate can be a completely public process, or it can be managed to include as little information as possible.

  Succeeding at Business Succession

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

  Strategies to Defend Purchasing Power Across Generations

  Keep your wealth working by preserving purchasing power over time.

  Critical Estate Documents

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

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• Calculators

  Comparing Mortgage Terms

  Compare different mortgage term lengths side by side to find the option that fits your budget.

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• Videos

  Safeguard Your Digital Estate

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

  When Do You Need a Will?

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

  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.

  Exit Strategies of the Rich and Famous

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

  Charitable Giving: Smart from the Heart

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

  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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