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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Federal estate taxes have long since been a lucrative source of funding for the federal government.
Is your estate in order? This short quiz may help you assess your overall strategy.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
If you’ve been re-married or divorced, these family structures may present some unique challenges. This article will help your clients with blended families think and prepare their estate strategy.
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.
When do you need a will? The answer is easy: Right Now.
If you died, what would happen to your email archives, social profiles and online accounts?
Do you have causes that you want to support with donations?
Learn about the importance of having an estate strategy in this helpful and informative video.
A special needs trust helps care for a special needs child when you’re gone.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.