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.
Do you have an estate strategy? You should.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Is your estate in order? This short quiz may help you assess your overall strategy.
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.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
How federal estate taxes work, plus estate management documents and tactics.
When do you need a will? The answer is easy: Right Now.
Learn about the importance of having an estate strategy in this helpful and informative video.
If you died, what would happen to your email archives, social profiles and online accounts?
A special needs trust helps care for a special needs child when you’re gone.
Do you have causes that you want to support with donations?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.