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.
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.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
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.
This calculator helps estimate your federal estate tax liability.
How federal estate taxes work, plus estate management documents and tactics.
A special needs trust helps care for a special needs child when you’re gone.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
If you died, what would happen to your email archives, social profiles and online accounts?
When do you need a will? The answer is easy: Right Now.
Do you have causes that you want to support with donations?
Estate conservation is too important to put off. Do you have a smart exit strategy?