Introduction To Estate Planning
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 Planning
Helping people understand key financial concepts is one of the most enjoyable parts of my job as a financial professional.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
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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.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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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.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.