Estate | Equitable Advisors

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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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

3 Estate Challenges for Blended Families

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

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.

Managing the Risk of Outliving Your Money

Steps to help you sustain and grow your retirement savings.

A Checklist for When a Spouse or Parent Passes

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

Estate Strategies of the Rich and Famous

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

Intellectual Property and Your Estate

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

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What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.