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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Probate can be a completely public process, or it can be managed to include as little information as possible.
Ascertaining the value of your business is important for a variety of reasons.
A letter of instruction provides additional and more personal information regarding your estate.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
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.
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?
When do you need a will? The answer is easy: Right Now.
If you died, what would happen to your email archives, social profiles and online accounts?
Do you have causes that you want to support with donations?
Learn about the importance of having an estate strategy in this helpful and informative video.