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?
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Second marriages are a trigger event to revisit any existing estate strategies.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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.
How federal estate taxes work, plus estate management documents and tactics.
Do you have causes that you want to support with donations?
When do you need a will? The answer is easy: Right Now.
A special needs trust helps care for a special needs child when you’re gone.
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.
Estate conservation is too important to put off. Do you have a smart exit strategy?