Estate | Artistic Strategies

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.

Safeguard Your Digital Estate

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

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Charitable Giving: Smart from the Heart

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

Year-End Planning: Preserve, Grow, and Give

Ensure your wealth is preserved, grown, and passed on by using strategic, purposeful year-end planning for lasting impact.

When Special Care Is Needed: The Special Needs Trust

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

Four Steps to Valuing an Estate

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

Safeguarding Purchasing Power Across Generations

Help protect what your wealth can do now and across generations.

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

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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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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.

Exit Strategies of the Rich and Famous

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

When Do You Need a Will?

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