Estate | Vanessa Stimac, CFP

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.

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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When Special Care Is Needed: The Special Needs Trust

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

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Safeguard Your Digital Estate

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

Estate Strategies of the Rich and Famous

The examples of famous celebrities underline the need for a clear estate strategy.

A Checklist for When a Spouse or Parent Passes

An overview of some fundamental steps when a loved one passes.

Problems with Probate

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

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

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

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Put It in a Letter

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

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When Do You Need a Will?

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