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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Planning for a child with special needs can be complicated, confusing, and even overwhelming.
Is your estate in order? This short quiz may help you assess your overall strategy.
A letter of instruction provides additional and more personal information regarding your estate.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Second marriages are a trigger event to revisit any existing estate strategies.
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.
A special needs trust helps care for a special needs child when you’re gone.
Do you have causes that you want to support with donations?
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.
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?