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.
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A windfall from a loved one can be both rewarding and complicated.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Is your estate in order? This short quiz may help you assess your overall strategy.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Estate tax laws have changed a few times in recent years. Do you know the new rules?
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
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.
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.
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?
Learn about the importance of having an estate strategy in this helpful and informative video.
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?
When do you need a will? The answer is easy: Right Now.