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.

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Charitable Giving: Smart from the Heart

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

When Do You Need a Will?

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

Intellectual Property and Your Estate

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

• Articles

  Test Your Estate Strategy Knowledge

  Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

  Will Power

  Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

  Four Steps to Valuing an Estate

  Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

  Trends in Charitable Giving

  Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

  Succeeding at Business Succession

  There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

  Intellectual Property Rocks in a New Digital Era

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

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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

  When Do You Need a Will?

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

  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?

  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 Special Care Is Needed: The Special Needs Trust

  A special needs trust helps care for a special needs child when you’re gone.

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