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.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Planning Your Legacy
Legacy or estate planning is part of good retirement planning. Here are a few things to consider when working on your plan.
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.
Asset and Account Consolidation for Your Estate
Investment account consolidation is important to consider for estate planning.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Planning Your Legacy
Legacy or estate planning is part of good retirement planning. Here are a few things to consider when working on your plan.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
View all articles 
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
View all presentations
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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.