Estate | Christopher Meighen

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.

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

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Safeguard Your Digital Estate

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

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

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

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.

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.

Are You Prepared for an Estate Tax Sunset?

The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

3 Estate Challenges for Blended Families

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

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.

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