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 letter of instruction provides additional and more personal information regarding your estate.
A windfall from a loved one can be both rewarding and complicated.
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
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.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
When do you need a will? The answer is easy: Right Now.
Learn about the importance of having an estate strategy in this helpful and informative video.
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?