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?

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

3 Estate Challenges for Blended Families

This article will help your clients with blended families think and prepare their estate strategy.

When Special Care Is Needed: The Special Needs Trust

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

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

White Elephant Inheritance

This article deals with how one might deal with a burdensome inheritance.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Intellectual Property Rocks in a New Digital Era

Intellectual property ownership and its implications for ordinary people and estates.

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Managing the Risk of Outliving Your Money

Steps to help you sustain and grow your retirement savings.

View all articles

Comparing Mortgage Terms

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

View all calculators

4 Elements of an Estate Strategy

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

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.