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.
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Planning for a child with special needs can be complicated, confusing, and even overwhelming.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Second marriages are a trigger event to revisit any existing estate strategies.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Do you have an estate strategy? You should.
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.
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.
When do you need a will? The answer is easy: Right Now.
Estate conservation is too important to put off. Do you have a smart exit strategy?
If you died, what would happen to your email archives, social profiles and online accounts?
Do you have causes that you want to support with donations?