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.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
If you’ve been re-married or divorced, these family structures may present some unique challenges. This article will help your clients with blended families think and prepare their estate strategy.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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.
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.
A special needs trust helps care for a special needs child when you’re gone.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
When do you need a will? The answer is easy: Right Now.
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?