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Bob Schnall CLU,ChFC

Estate

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

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Four Steps to Valuing an Estate

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Do You Feel Lucky?

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

 

Planning for Special Needs Children

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

Why You Need an Estate Strategy

Do you have an estate strategy? You should.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

A Brief History of Estate Taxes

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

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Financial Strategies in a Post-DOMA World

The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.

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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.

What Is My Current Net Worth?

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

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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Principles of Preserving Wealth

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

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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.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Exit Strategies of the Rich and Famous

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

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

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 Do You Need a Will?

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

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