Estate | Mr Samuel Delpropost

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?

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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.

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?

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

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

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

13 Key Moments to Ensure Your Plan is Keeping Up With You

13 Key Moments to Make Sure Your Financial Plan is Keeping Up With You

Bring Your Wealth Transfer Vision to Life

White Elephant Inheritance

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

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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Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

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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.

4 Elements of an Estate Strategy

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