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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An overview of some fundamental steps when a loved one passes.
Second marriages are a trigger event to revisit any existing estate strategies.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Do you have causes that you want to support with donations?
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.
When do you need a will? The answer is easy: Right Now.