Estate

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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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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This calculator helps estimate your federal estate tax liability.

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Do you have causes that you want to support with donations?

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If you died, what would happen to your email archives, social profiles and online accounts?

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When do you need a will? The answer is easy: Right Now.

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Learn about the importance of having an estate strategy in this helpful and informative video.

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