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.
Learn about the importance of having an estate strategy in this helpful and informative video.
Have A Question About This Topic?
An overview of some fundamental steps when a loved one passes.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
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.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
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.
This calculator helps estimate your federal estate tax liability.
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?
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?
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.
When do you need a will? The answer is easy: Right Now.