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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Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Second marriages are a trigger event to revisit any existing estate strategies.
The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
A letter of instruction provides additional and more personal information regarding your estate.
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
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This calculator helps estimate your federal estate tax liability.
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.
How federal estate taxes work, plus estate management documents and tactics.
If you died, what would happen to your email archives, social profiles and online accounts?
A special needs trust helps care for a special needs child when you’re gone.
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.
Estate conservation is too important to put off. Do you have a smart exit strategy?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.