Estate | Sarah Cuddy

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.

Charitable Giving: Smart from the Heart

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

Have A Question About This Topic?

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Passing Your Second Home to the Next Generation

Transitioning a family home to the next generation? These strategies can help preserve your legacy and avoid conflict.

4 Elements of an Estate Strategy

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

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

A Brief History of Estate Taxes

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

White Elephant Inheritance

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

You May Be Wealthier Than You Think

Family wealth is measured in ways not found on a spreadsheet or portfolio statement.

Planning To Be Alone

4 tips on how to financially prepare for widowhood

Put It in a Letter

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

View all articles

When Special Care Is Needed: The Special Needs Trust

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

When Do You Need a Will?

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

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.