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.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
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Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
Passing Your Second Home to the Next Generation
Transitioning a family home to the next generation? These strategies can help preserve your legacy and avoid conflict.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
Staying Out of Probate
A wise use of trusts can keep your heirs from the hassle of probate court.
The Value of a Trust Officer: Beyond the Mechanics
How Trust Officers add value through perspective, expertise and steady guidance as families navigate change.
A House Divided
If you’re thinking of buying a vacation home with family, here are some ground rules to consider before making it legal.
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Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
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When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
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?
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.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
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