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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Planning for a child with special needs can be complicated, confusing, and even overwhelming.
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Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
An overview of some fundamental steps when a loved one passes.
Do you have an estate strategy? You should.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
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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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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?
Learn about the importance of having an estate strategy in this helpful and informative video.
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