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.
Have A Question About This Topic?
Do you have an estate strategy? You should.
A letter of instruction provides additional and more personal information regarding your estate.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
An overview of some fundamental steps when a loved one passes.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps estimate your federal estate tax liability.
How federal estate taxes work, plus estate management documents and tactics.
A special needs trust helps care for a special needs child when you’re gone.
Learn about the importance of having an estate strategy in this helpful and informative video.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
When do you need a will? The answer is easy: Right Now.
If you died, what would happen to your email archives, social profiles and online accounts?
Estate conservation is too important to put off. Do you have a smart exit strategy?