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.

Featured Video

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.

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.

3 Estate Challenges for Blended Families

This article will help your clients with blended families think and prepare their estate strategy.

• Articles

  Problems with Probate

  Probate can be a completely public process, or it can be managed to include as little information as possible.

  Intellectual Property Rocks in a New Digital Era

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

  Managing the Risk of Outliving Your Money

  Steps to help you sustain and grow your retirement savings.

  Critical Estate Documents

  Sound estate management includes creating financial and healthcare documents. Here's an inside look.

  White Elephant Inheritance

  This article deals with how one might deal with a burdensome inheritance.

  Why Everyone Needs an Estate Strategy

  Do you have an estate strategy? You should.

  View all articles

• Videos

  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?

  View all videos