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 money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
An overview of some fundamental steps when a loved one passes.
Second marriages are a trigger event to revisit any existing estate strategies.
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Do you have causes that you want to support with donations?
Estate conservation is too important to put off. Do you have a smart exit strategy?
When do you need a will? The answer is easy: Right Now.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.