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?
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
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.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
How federal estate taxes work, plus estate management documents and tactics.
Do you have causes that you want to support with donations?
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?
Learn about the importance of having an estate strategy in this helpful and informative video.