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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Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Second marriages are a trigger event to revisit any existing estate strategies.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
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.
If you died, what would happen to your email archives, social profiles and online accounts?
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.
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?
A special needs trust helps care for a special needs child when you’re gone.