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 federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
Do you have an estate strategy? You should.
A letter of instruction provides additional and more personal information regarding your estate.
Ascertaining the value of your business is important for a variety of reasons.
An overview of some fundamental steps when a loved one passes.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
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.
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.
A special needs trust helps care for a special needs child when you’re gone.
Do you have causes that you want to support with donations?
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.