Estate | Caerus Advisors

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

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

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When Do You Need a Will?

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

Intellectual Property and Your Estate

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

Safeguard Your Digital Estate

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

White Elephant Inheritance

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

Choosing a Business Structure

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

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Where Family Wealth Meets Family Values

Explore how giving, gifting, and everyday spending can work together to support your family's long-term goals.

Steps to Protecting a Child with Disabilities

Planning for children with special needs can be confusing but by working together, we can help navigate those challenges.

Intellectual Property Rocks in a New Digital Era

Intellectual property ownership and its implications for ordinary people and estates.

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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.