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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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Steps to help you sustain and grow your retirement savings.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Ascertaining the value of your business is important for a variety of reasons.
Second marriages are a trigger event to revisit any existing estate strategies.
A windfall from a loved one can be both rewarding and complicated.
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.
This calculator helps estimate your federal estate tax liability.
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?
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.
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.
A special needs trust helps care for a special needs child when you’re gone.