Estate Resources
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.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
A Primer on Irrevocable Life Insurance Trusts
A Primer on Irrevocable Life Insurance Trusts
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Choosing a Business Structure
Choosing a Business Structure
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Estate Management Checklist
Estate Management Checklist
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Succeeding at Business Succession
Succeeding at Business Succession
Read MoreWhat 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.
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?
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
