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.
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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Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
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.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
The Value of a Trust Officer: Beyond the Mechanics
How Trust Officers add value through perspective, expertise and steady guidance as families navigate change.
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
A Brief Guide to Prenups
Society’s views on prenuptial agreements are evolving. Here’s how prenups can make your relationship stronger.
Address Potential Incapacity with Estate Planning
Use a power of attorney and revocable trust to ensure your wishes are honored if you become incapacitated.
Passing Down a Family Vacation Home: A Case Study
How one family used thoughtful planning to balance legacy, responsibility and flexibility when passing down a vacation home.
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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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Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
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?
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
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