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.
If you died, what would happen to your email archives, social profiles and online accounts?
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The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
An overview of some fundamental steps when a loved one passes.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
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?
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.
Do you have causes that you want to support with donations?
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.