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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Federal estate taxes have long since been a lucrative source of funding for the federal government.
The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
This article will help your clients with blended families think and prepare their estate strategy.
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
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.
When do you need a will? The answer is easy: Right Now.
If you died, what would happen to your email archives, social profiles and online accounts?
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.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.