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.
If you died, what would happen to your email archives, social profiles and online accounts?
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Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
A letter of instruction provides additional and more personal information regarding your estate.
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.
This calculator helps estimate your federal estate tax liability.
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.
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.
Learn about the importance of having an estate strategy in this helpful and informative video.
When do you need a will? The answer is easy: Right Now.
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