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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A windfall from a loved one can be both rewarding and complicated.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
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Do you have an estate strategy? You should.
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.
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.
This calculator helps estimate your federal estate tax liability.
How federal estate taxes work, plus estate management documents and tactics.
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A special needs trust helps care for a special needs child when you’re gone.