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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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
A letter of instruction provides additional and more personal information regarding your estate.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
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.
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 will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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.
Do you have causes that you want to support with donations?
If you died, what would happen to your email archives, social profiles and online accounts?
When do you need a will? The answer is easy: Right Now.