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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Do you have an estate strategy? You should.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Is your estate in order? This short quiz may help you assess your overall strategy.
An overview of some fundamental steps when a loved one passes.
A letter of instruction provides additional and more personal information regarding your estate.
The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
This calculator helps estimate your federal estate tax liability.
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.
How federal estate taxes work, plus estate management documents and tactics.
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.
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?
A special needs trust helps care for a special needs child when you’re gone.