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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Do you have an estate strategy? You should.
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
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.
If you died, what would happen to your email archives, social profiles and online accounts?
A special needs trust helps care for a special needs child when you’re gone.
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.
Do you have causes that you want to support with donations?
When do you need a will? The answer is easy: Right Now.