Estate | Roger Ruden

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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4 Elements of an Estate Strategy

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

How you can help your family succeed for a lifetime

Generational Wealth: How you can help your family succeed for a lifetime

Safeguard Your Digital Estate

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

How you can help your family succeed for a lifetime

Generational Wealth: How you can help your family succeed for a lifetime

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

3 Estate Challenges for Blended Families

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

Test Your Estate Strategy Knowledge

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

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

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

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

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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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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.

When Special Care Is Needed: The Special Needs Trust

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