Estate Planning Resource Center

What Is My Current Net Worth? Calculator

In order to get where you want to go, you need to know where you are. You can get a view of your financial position by generating a personal net worth statement. Use this calculator to list your assets, minus your liabilities.

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ESTATE PLANNING ARTICLES

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

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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.

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Yours, Mine, and Ours: Estate Strategies for Second Marriage

Second marriages are a trigger event to revisit any existing estate strategies.

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Four Steps to Valuing an Estate

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

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Understanding Your Estate: Critical Elements of an Estate Strategy

Establishing an estate strategy is crucial, yet many wait too long to put their wishes in writing. Use this helpful guide to review your estate strategy and start conversations with your loved ones, financial professionals, and legal team.

ESTATE PLANNING 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.

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Charitable Giving: Smart from the Heart

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

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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?

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