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.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Steps to help you sustain and grow your retirement savings.
The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
Do you have an estate strategy? You should.
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.
How federal estate taxes work, plus estate management documents and tactics.
A special needs trust helps care for a special needs child when you’re gone.
When do you need a will? The answer is easy: Right Now.
Estate conservation is too important to put off. Do you have a smart exit strategy?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Learn about the importance of having an estate strategy in this helpful and informative video.
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