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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Federal estate taxes have long since been a lucrative source of funding for the federal government.
Steps to help you sustain and grow your retirement savings.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
A windfall from a loved one can be both rewarding and complicated.
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.
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.
Learn about the importance of having an estate strategy in this helpful and informative video.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Do you have causes that you want to support with donations?