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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Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
This article will help your clients with blended families think and prepare their estate strategy.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
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.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
A special needs trust helps care for a special needs child when you’re gone.
Learn about the importance of having an estate strategy in this helpful and informative video.
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?