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.
Is your estate in order? This short quiz may help you assess your overall strategy.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Second marriages are a trigger event to revisit any existing estate strategies.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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.