Estate
Estate
Where everything goes, and who decides. The planning that spares your family real pain.
3 Estate Challenges for Blended Families
Preparing your estate can be complicated, and if you're a part of a blended family, estate decisions can be even more complex and nuanced. Blended fam
Read article → EstateA Brief History of Estate Taxes
Federal estate taxes have been a source of funding for the federal government almost since the U.S. was founded.
Read article → EstateA Checklist for When a Spouse or Parent Passes
When you lose a spouse, partner, or parent, the grief can be overwhelming. In the midst of that grief, life goes on. There are arrangements to be made
Read article → EstateA Living Trust Primer
A living trust is a popular consideration in many estate strategy conversations, but its appropriateness will depend upon your individual needs and ob
Read article → EstateGrantor Retained Annuity Trusts (GRATs)
Suppose your financial objectives include income and leaving a legacy for your heirs. In that case, it's essential to work with a financial profession
Read article → EstateManaging the Risk of Outliving Your Money
“What is your greatest retirement fear?” If you ask some pre-retirees this question, “outliving my money” may be one of the to
Read article → EstatePut It in a Letter
American actor Lee Marvin once said, “As soon as people see my face on a movie screen, they knew two things: first, I'm not going to get the gir
Read article → EstateSafeguarding Purchasing Power Across Generations
Building wealth takes intention. Helping protect what that wealth is meant to accomplish over time requires just as much focus.
Read article → EstateStrategies to Defend Purchasing Power Across Generations
Building wealth takes intention. Helping protect what that wealth is meant to accomplish over time requires just as much focus.
Read article → EstateWhen Heirs are Imperfect
Passing your estate to an heir with credit problems or a gambling or alcohol addiction might not only lead to that wealth being squandered, but the in
Read article → EstateWhy Everyone Needs an Estate Strategy
Why Everyone Needs an Estate Strategy
Read article → EstateWill Power
Only 24 percent of adults have an estate strategy document, such as a will, in place, which may not be entirely surprising. No one wants to be reminde
Read article → VideoCharitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Watch → CalculatorComparing Mortgage Terms
Comparing Mortgage Terms
Open calculator → VideoEstate 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.
Watch → VideoExit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Watch → VideoSafeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Watch → VideoWhen Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Watch → VideoWhen Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Watch →Explore the library.
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