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.

Videos

When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust A special needs trust helps care for a special needs child when you’re gone.

Safeguard Your Digital Estate

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

When Do You Need a Will?

When Do You Need a Will? When do you need a will? The answer is easy: Right Now.

Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart Do you have causes that you want to support with donations? Here are three tips.

Estate Management 101

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.

Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous Estate conservation is too important to put off. Do you have a smart exit strategy?

Presentations

Principles of Preserving Wealth

PRINCIPLES OF PRESERVING WEALTH