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.
Learn More
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Learn More
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Learn More
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
Learn More
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Learn More
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
Learn More
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
Learn More
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Learn More
Inheriting Debt from a Family Member
Thinking about a loved one's outstanding debt is the last thing on anyone's mind when a family member passes away.
Learn More
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Learn More
Tax & Estate Strategies for Married LGBTQ+ Couples
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
Learn More