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.
A special needs trust helps care for a special needs child when you’re gone.
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There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
Steps to help you sustain and grow your retirement savings.
Do you have an estate strategy? You should.
Ascertaining the value of your business is important for a variety of reasons.
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.
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?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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?
Learn about the importance of having an estate strategy in this helpful and informative video.