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.
Learn about the importance of having an estate strategy in this helpful and informative video.
Have A Question About This Topic?
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
A windfall from a loved one can be both rewarding and complicated.
The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
If you’ve been re-married or divorced, these family structures may present some unique challenges. This article will help your clients with blended families think and prepare their estate strategy.
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.
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.
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?
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.
Estate conservation is too important to put off. Do you have a smart exit strategy?