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.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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Is your estate in order? This short quiz may help you assess your overall strategy.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Do you have an estate strategy? You should.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
This calculator helps estimate your federal estate tax liability.
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.
How federal estate taxes work, plus estate management documents and tactics.