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.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
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White Elephant Inheritance
This article deals with how one might deal with a burdensome inheritance.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
Grantor Retained Annuity Trusts (GRATs)
Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
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4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.