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.
Learn about the importance of having an estate strategy in this helpful and informative video.
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Is your estate in order? This short quiz may help you assess your overall strategy.
An overview of some fundamental steps when a loved one passes.
The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
A windfall from a loved one can be both rewarding and complicated.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Steps to help you sustain and grow your retirement savings.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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.
How federal estate taxes work, plus estate management documents and tactics.
Do you have causes that you want to support with donations?
A special needs trust helps care for a special needs child when you’re gone.
Estate conservation is too important to put off. Do you have a smart exit strategy?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
If you died, what would happen to your email archives, social profiles and online accounts?
When do you need a will? The answer is easy: Right Now.