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.
A special needs trust helps care for a special needs child when you’re gone.
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Is your estate in order? This short quiz may help you assess your overall strategy.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Steps to help you sustain and grow your retirement savings.
An overview of some fundamental steps when a loved one passes.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
How federal estate taxes work, plus estate management documents and tactics.
Estate conservation is too important to put off. Do you have a smart exit strategy?
When do you need a will? The answer is easy: Right Now.
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?
Learn about the importance of having an estate strategy in this helpful and informative video.
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