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.

Featured Video

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.

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Safeguard Your Digital Estate

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

• Articles

  Four Reasons Millennials Need an Estate Strategy

  Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

  When Heirs are Imperfect

  The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

  And the Executor Is

  The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

  Managing an Inheritance

  A windfall from a loved one can be both rewarding and complicated.

  Problems with Probate

  Probate can be a completely public process, or it can be managed to include as little information as possible.

  Bring Your Wealth Transfer Vision to Life

  Bring Your Wealth Transfer Vision to Life

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• Calculators

  Comparing Mortgage Terms

  Compare different mortgage term lengths side by side to find the option that fits your budget.

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• Videos

  Charitable Giving: Smart from the Heart

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

  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.

  4 Elements of an Estate Strategy

  Learn about the importance of having an estate strategy in this helpful and informative video.

  When Special Care Is Needed: The Special Needs Trust

  A special needs trust helps care for a special needs child when you’re gone.

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