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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Planning for a child with special needs can be complicated, confusing, and even overwhelming.
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.
Steps to help you sustain and grow your retirement savings.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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.
How federal estate taxes work, plus estate management documents and tactics.
A special needs trust helps care for a special needs child when you’re gone.
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.
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.