Skip to content
Home » 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.

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.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Have A Question About This Topic?

    Do you have causes that you want to support with donations?

    A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

    Managing an Inheritance

    A windfall from a loved one can be both rewarding and complicated.

    4 Elements of an Estate Strategy

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