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

Safeguard Your Digital Estate

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

When Do You Need a Will?

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

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Exit Strategies of the Rich and Famous

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

• Articles

  And the Executor Is

  The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

  Choosing a Business Structure

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

  3 Estate Challenges for Blended Families

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

  Steps to Protecting a Child with Disabilities

  Planning for children with special needs can be confusing but by working together, we can help navigate those challenges.

  Intellectual Property Rocks in a New Digital Era

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

  How Often Should You Update Your Estate Strategy?

  Review your legacy approach regularly, particularly following significant life events or legislative updates.

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• Calculators

  Comparing Mortgage Terms

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

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• Videos

  Charitable Giving: Smart from the Heart

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

  Safeguard Your Digital Estate

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

  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.

  When Do You Need a Will?

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

  Exit Strategies of the Rich and Famous

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

  View all videos