Estate | The Hargest Johnson Group

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.

When Do You Need a Will?

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

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Charitable Giving: Smart from the Heart

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

Staying Out of Probate

A wise use of trusts can keep your heirs from the hassle of probate court.

Safeguard Your Digital Estate

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

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

Revocable Trusts Explained

Revocable trusts can be used to help ensure your financial wishes are met while you are living and after death.

Everything You Need To Know About Tax-Free Family Gifting

With a well-planned gifting strategy, you can transfer wealth tax-free to your beneficiaries.

Planning To Be Alone

4 tips on how to financially prepare for widowhood

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

What to Do After Losing a Loved One

It’s easy to feel overwhelmed as the executor of a loved one’s estate. Here’s steps to make the process more manageable.

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Charitable Giving: Smart from the Heart

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

When Do You Need a Will?

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

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.

Safeguard Your Digital Estate

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

4 Elements of an Estate Strategy

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

Exit Strategies of the Rich and Famous

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

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Articles

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.

A Closer Look: Estate Planning in a Blended Family

How thoughtful estate planning can support your spouse now and protect your children’s inheritance later.

Planning for a Child With Special Needs

5 ways to navigate the financial challenges associated with caring for someone with special needs.

Succeeding at Business Succession

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

Helping Your Children Prepare for an Inheritance

Six strategies to facilitate an important – though potentially uncomfortable – conversation around inheriting wealth.

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Videos

Charitable Giving: Smart from the Heart

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

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.

Safeguard Your Digital Estate

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

Exit Strategies of the Rich and Famous

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

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.

View all videos