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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There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
A windfall from a loved one can be both rewarding and complicated.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
A letter of instruction provides additional and more personal information regarding your estate.
Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
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.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estate conservation is too important to put off. Do you have a smart exit strategy?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Learn about the importance of having an estate strategy in this helpful and informative video.
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.
When do you need a will? The answer is easy: Right Now.