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.
If you died, what would happen to your email archives, social profiles and online accounts?
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A letter of instruction provides additional and more personal information regarding your estate.
If you’ve been re-married or divorced, these family structures may present some unique challenges. This article will help your clients with blended families think and prepare their estate strategy.
Is your estate in order? This short quiz may help you assess your overall strategy.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Ascertaining the value of your business is important for a variety of reasons.
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.
Do you have causes that you want to support with donations?
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.
A special needs trust helps care for a special needs child when you’re gone.
Learn about the importance of having an estate strategy in this helpful and informative video.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.