Estate | The Feeney 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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4 Elements of an Estate Strategy

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

A Closer Look: Estate Planning Without Heirs

What real-life planning situations require when traditional heirs aren’t part of the picture.

Safeguard Your Digital Estate

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

Talking With Aging Parents About Their Finances

How you can make conversations with your parents about their finances easier and more productive.

Ten Common Estate Settlement Mistakes

Make sure your legacy is carried out according to your wishes by avoiding these estate planning pitfalls.

Helping Your Children Prepare for an Inheritance

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

Will Power

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

Passing Your Second Home to the Next Generation

Transitioning a family home to the next generation? These strategies can help preserve your legacy and avoid conflict.

Choosing a Business Structure

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

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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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Charitable Giving: Smart from the Heart

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

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.