Estate | The Johnson Kellogg Lane 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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Safeguard Your Digital Estate

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

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.

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.

Passing Down a Family Vacation Home: A Case Study

How one family used thoughtful planning to balance legacy, responsibility and flexibility when passing down a vacation home.

A House Divided

If you’re thinking of buying a vacation home with family, here are some ground rules to consider before making it legal.

4 Steps to Protecting a Child with Disabilities

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

What To Look For in a Trustee

There’s a lot to consider when appointing a trustee for your estate. Here are 3 questions to ask when making the decision.

A Brief History of Estate Taxes

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

You May Be Wealthier Than You Think

Family wealth is measured in ways not found on a spreadsheet or portfolio statement.

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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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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?

4 Elements of an Estate Strategy

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