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.
A special needs trust helps care for a special needs child when you’re gone.
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A letter of instruction provides additional and more personal information regarding your estate.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Do you have an estate strategy? You should.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Is your estate in order? This short quiz may help you assess your overall strategy.
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.
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?
Learn about the importance of having an estate strategy in this helpful and informative video.
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.
If you died, what would happen to your email archives, social profiles and online accounts?