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 management can help ensure that your assets are transferred according to your wishes while managing tax issues.
A windfall from a loved one can be both rewarding and complicated.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Is your estate in order? This short quiz may help you assess your overall strategy.
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.
A special needs trust helps care for a special needs child when you’re gone.
If you died, what would happen to your email archives, social profiles and online accounts?
When do you need a will? The answer is easy: Right Now.
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?