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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Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Steps to help you sustain and grow your retirement savings.
Ascertaining the value of your business is important for a variety of reasons.
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps estimate your federal estate tax liability.
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.
Learn about the importance of having an estate strategy in this helpful and informative video.
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?
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?
Do you have causes that you want to support with donations?