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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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.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Is your estate in order? This short quiz may help you assess your overall strategy.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
A letter of instruction provides additional and more personal information regarding your estate.
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.
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.
Estate Planning is not just for the extremely wealthy
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?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Estate conservation is too important to put off. Do you have a smart exit strategy?