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?
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
An overview of some fundamental steps when a loved one passes.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
A windfall from a loved one can be both rewarding and complicated.
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?
Learn about the importance of having an estate strategy in this helpful and informative video.
Do you have causes that you want to support with donations?
A special needs trust helps care for a special needs child when you’re gone.
Estate conservation is too important to put off. Do you have a smart exit strategy?
When do you need a will? The answer is easy: Right Now.