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?
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Second marriages are a trigger event to revisit any existing estate strategies.
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.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
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.
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.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
When do you need a will? The answer is easy: Right Now.
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.
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?