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.
Estate conservation is too important to put off. Do you have a smart exit strategy?
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The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
A letter of instruction provides additional and more personal information regarding your estate.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
A windfall from a loved one can be both rewarding and complicated.
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.
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.
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If you died, what would happen to your email archives, social profiles and online accounts?