Estate | Joseph A. Zolna

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.

Safeguard Your Digital Estate

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

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Charitable Giving: Smart from the Heart

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

Managing the Risk of Outliving Your Money

Steps to help you sustain and grow your retirement savings.

When Special Care Is Needed: The Special Needs Trust

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

Test Your Estate Strategy Knowledge

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

How you can help your family succeed for a lifetime

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

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

3 Estate Challenges for Blended Families

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

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

Managing an Inheritance

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

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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.

4 Elements of an Estate Strategy

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