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.

Have A Question About This Topic?

Thank you! Oops!

Related Content

Beyond Breakfast-in-Bed: 5 Finance Gifts for Mother’s Day

Beyond Breakfast-in-Bed: 5 Finance Gifts for Mother’s Day

Depending on the mom, the right Mother’s Day gift can run the gamut from flowers to flatscreens, but this year why not try something a little different: the gift of financial confidence. Whether making a household budget or planning for retirement, there’s probably a mom in your life who can use one of these gift ideas:

Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Four Steps to Valuing an Estate

Four Steps to Valuing an Estate

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