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.
Slide 1 of 18 What is the purpose of estate management? Estate management is about preserving the assets you've spent a lifetime building. It’s about protecting […]
Learn about the importance of having an estate strategy in this helpful and informative video.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
ESTATE READ TIME: 3 MIN Financial Documents Joint Ownership Durable Power of Attorney Living Trust What does it do? Enables you to own property jointly with […]
ESTATE READ TIME: 4 MIN Do you have a will? A will enables you to specify who you want to inherit your property and other assets. […]
ESTATE READ TIME: 3 MIN U.S. Supreme Court Justice Warren Burger is famous for more than just his time on the bench. When he died in […]
ESTATE READ TIME: 3 MIN American actor Lee Marvin once said, “As soon as people see my face on a movie screen, they knew two things: […]
ESTATE READ TIME: 4 MIN Only one-third of adults have a will in place, which may not be entirely surprising. No one wants to be reminded […]
ESTATE READ TIME: 4 MIN Federal estate taxes have been a source of funding for the federal government almost since the U.S. was founded. In 1797, […]
Slide 1 of 18 What is the purpose of estate management? Estate management is about preserving the assets you've spent a lifetime building. It’s about protecting […]
Learn about the importance of having an estate strategy in this helpful and informative video.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Do you have causes that you want to support with donations?
Estate conservation is too important to put off. Do you have a smart exit strategy?
If you died, what would happen to your email archives, social profiles and online accounts?
A special needs trust helps care for a special needs child when you’re gone.
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ESTATE READ TIME: 3 MIN Financial Documents Joint Ownership Durable Power of Attorney Living Trust What does it do? Enables you to own property jointly with […]
ESTATE READ TIME: 4 MIN Do you have a will? A will enables you to specify who you want to inherit your property and other assets. […]
ESTATE READ TIME: 3 MIN U.S. Supreme Court Justice Warren Burger is famous for more than just his time on the bench. When he died in […]
ESTATE READ TIME: 3 MIN American actor Lee Marvin once said, “As soon as people see my face on a movie screen, they knew two things: […]
ESTATE READ TIME: 4 MIN Only one-third of adults have a will in place, which may not be entirely surprising. No one wants to be reminded […]
ESTATE READ TIME: 4 MIN Federal estate taxes have been a source of funding for the federal government almost since the U.S. was founded. In 1797, […]
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Slide 1 of 18 What is the purpose of estate management? Estate management is about preserving the assets you've spent a lifetime building. It’s about protecting […]
- VIDEOS
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Learn about the importance of having an estate strategy in this helpful and informative video.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Do you have causes that you want to support with donations?
Estate conservation is too important to put off. Do you have a smart exit strategy?
If you died, what would happen to your email archives, social profiles and online accounts?
A special needs trust helps care for a special needs child when you’re gone.