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.
Have A Question About This Topic?
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Is your estate in order? This short quiz may help you assess your overall strategy.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
An overview of some fundamental steps when a loved one passes.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
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.
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?
Learn about the importance of having an estate strategy in this helpful and informative video.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Do you have causes that you want to support with donations?
A special needs trust helps care for a special needs child when you’re gone.