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.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Ascertaining the value of your business is important for a variety of reasons.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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.
How federal estate taxes work, plus estate management documents and tactics.
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.
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.
Estate conservation is too important to put off. Do you have a smart exit strategy?