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?
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Steps to help you sustain and grow your retirement savings.
This article will help your clients with blended families think and prepare their estate strategy.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
How federal estate taxes work, plus estate management documents and tactics.
If you died, what would happen to your email archives, social profiles and online accounts?
When do you need a will? The answer is easy: Right Now.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Estate conservation is too important to put off. Do you have a smart exit strategy?
A special needs trust helps care for a special needs child when you’re gone.
Do you have causes that you want to support with donations?