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.
How federal estate taxes work, plus estate management documents and tactics.
Second marriages are a trigger event to revisit any existing estate strategies.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Ascertaining the value of your business is important for a variety of reasons.
A letter of instruction provides additional and more personal information regarding your estate.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
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.