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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Safeguard Your Digital Estate

Safeguard Your Digital Estate

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

A Hard Conversation Made Easy

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.

Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

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

Estate Planning Checklist

A comprehensive estate plan is vital for families with significant assets. The checklist can help ensure nothing is left out.

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.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Estate Planning as a Family Unit

In retirement, talk to your family as you plan your estate. Restate your values. Cover the physical and financial sides.

Are You Prepared for an Estate Tax Sunset?

The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.

Creating a Comprehensive Estate Plan

What does it take to create or update your estate plan? Here's a 7-step Estate Planning Checklist to help you get started.

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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 Is My Current Net Worth?

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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Exit Strategies of the Rich and Famous

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

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.

Charitable Giving: Smart from the Heart

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

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.

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