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 right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
An overview of some fundamental steps when a loved one passes.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
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.
This calculator helps estimate your federal estate tax liability.
How federal estate taxes work, plus estate management documents and tactics.
Estate conservation is too important to put off. Do you have a smart exit strategy?
A special needs trust helps care for a special needs child when you’re gone.
If you died, what would happen to your email archives, social profiles and online accounts?
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.
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