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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Second marriages are a trigger event to revisit any existing estate strategies.
Do you have an estate strategy? You should.
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
An overview of some fundamental steps when a loved one passes.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
A letter of instruction provides additional and more personal information regarding your estate.
This calculator helps estimate your federal estate tax liability.
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.
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.
Learn about the importance of having an estate strategy in this helpful and informative video.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Do you have causes that you want to support with donations?