Estate | The Hawkins Metzger 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.

Perspectives on Estate Planning

Estate Planning is not just for the extremely wealthy

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Charitable Giving: Smart from the Heart

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

Keeping Your Legacy Secure

Simple strategies to protect your assets from creditors and lawsuits

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.

Why Everyone Needs an Estate Plan – Yes, Even You

No matter where you are in your life – just starting out, a couple years into your career or planning for retirement – you can and should have an estate plan.

What to Do After Losing a Loved One

Executing a loved one’s estate can be overwhelming. Here’s a guide of important tasks to help you stay on track.

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

Planning To Be Alone

4 tips on how to financially prepare for widowhood

How To Talk Through Transitioning a Family Business

Five strategies to navigate difficult conversations around succession planning and help bring a family together.

Keeping Your Legacy Secure

Simple strategies to protect your assets from creditors and lawsuits

View all articles

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.

Perspectives on Estate Planning

Estate Planning is not just for the extremely wealthy

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.

When Do You Need a Will?

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

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Articles

White Elephant Inheritance

This article deals with how one might deal with a burdensome inheritance.

A Brief History of Estate Taxes

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

Managing an Inheritance

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

4 Steps to Protecting a Child with Disabilities

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

October Wealth Strategies

Wealth management and trust experts discuss how to secure a legacy while deepening familial bonds.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

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Videos

When Special Care Is Needed: The Special Needs Trust

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

Exit Strategies of the Rich and Famous

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

Safeguard Your Digital Estate

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

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.

View all videos