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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An overview of some fundamental steps when a loved one passes.
A letter of instruction provides additional and more personal information regarding your estate.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
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.
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?
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.
When do you need a will? The answer is easy: Right Now.