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.
A special needs trust helps care for a special needs child when you’re gone.
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An overview of some fundamental steps when a loved one passes.
Probate can be a completely public process, or it can be managed to include as little information as possible.
A windfall from a loved one can be both rewarding and complicated.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Steps to help you sustain and grow your retirement savings.
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.
Estate conservation is too important to put off. Do you have a smart exit strategy?
If you died, what would happen to your email archives, social profiles and online accounts?
Learn about the importance of having an estate strategy in this helpful and informative video.
When do you need a will? The answer is easy: Right Now.
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