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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Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Ascertaining the value of your business is important for a variety of reasons.
A windfall from a loved one can be both rewarding and complicated.
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?
Estate conservation is too important to put off. Do you have a smart exit strategy?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Learn about the importance of having an estate strategy in this helpful and informative video.
A special needs trust helps care for a special needs child when you’re gone.