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.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
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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's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
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.
View all calculators
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
View all presentations
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
View all videos
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