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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Steps to help you sustain and grow your retirement savings.
Is your estate in order? This short quiz may help you assess your overall strategy.
Second marriages are a trigger event to revisit any existing estate strategies.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
If you’ve been re-married or divorced, these family structures may present some unique challenges. This article will help your clients with blended families think and prepare their estate strategy.
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.
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.
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?
When do you need a will? The answer is easy: Right Now.
Estate conservation is too important to put off. Do you have a smart exit strategy?