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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An overview of some fundamental steps when a loved one passes.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Second marriages are a trigger event to revisit any existing estate strategies.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
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.
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 will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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.
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?
When do you need a will? The answer is easy: Right Now.