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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Steps to help you sustain and grow your retirement savings.
Do you have an estate strategy? You should.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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.
How federal estate taxes work, plus estate management documents and tactics.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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?
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?