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?
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Steps to help you sustain and grow your retirement savings.
This article will help your clients with blended families think and prepare their estate strategy.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
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.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
When do you need a will? The answer is easy: Right Now.
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.
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.
Estate conservation is too important to put off. Do you have a smart exit strategy?