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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Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
A windfall from a loved one can be both rewarding and complicated.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
An overview of some fundamental steps when a loved one passes.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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.
Estate conservation is too important to put off. Do you have a smart exit strategy?
If you died, what would happen to your email archives, social profiles and online accounts?
Learn about the importance of having an estate strategy in this helpful and informative video.
Do you have causes that you want to support with donations?
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.