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

4 Elements of an Estate Strategy

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

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Safeguard Your Digital Estate

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

• Articles

  Yours, Mine, and Ours: Estate Strategies for Second Marriage

  Second marriages are a trigger event to revisit any existing estate strategies.

  Succeeding at Business Succession

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

  Are You Prepared for an Estate Tax Sunset?

  The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.

  Will Power

  Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

  3 Estate Challenges for Blended Families

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

  Estate Strategies of the Rich and Famous

  The examples of famous celebrities underline the need for a clear estate strategy.

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• Calculators

  What's My Potential Estate Tax?

  This calculator helps estimate your federal estate tax liability.

  What Is My Current Net Worth?

  Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

  What Is My Life Expectancy?

  Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

  View all calculators

• Videos

  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.

  Safeguard Your Digital Estate

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

  View all videos