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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Charitable Giving: Smart from the Heart

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Leaving a Legacy: Saving for Your Family's Financial Future

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Start taking proactive measures to safeguard your legacy and plan for your family’s financial future.

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

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This article deals with how one might deal with a burdensome inheritance.

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An overview of some fundamental steps when a loved one passes.

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This article will help your clients with blended families think and prepare their estate strategy.

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The examples of famous celebrities underline the need for a clear estate strategy.

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What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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.

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Safeguard Your Digital Estate

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

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.

When Do You Need a Will?

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

Exit Strategies of the Rich and Famous

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

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

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