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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The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
Ascertaining the value of your business is important for a variety of reasons.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Steps to help you sustain and grow your retirement savings.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
An overview of some fundamental steps when a loved one passes.
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.
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?
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.
When do you need a will? The answer is easy: Right Now.
A special needs trust helps care for a special needs child when you’re gone.