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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Steps to help you sustain and grow your retirement savings.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
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.
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?
Do you have causes that you want to support with donations?
Estate conservation is too important to put off. Do you have a smart exit strategy?