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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Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
This article will help your clients with blended families think and prepare their estate strategy.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Steps to help you sustain and grow your retirement savings.
Ascertaining the value of your business is important for a variety of reasons.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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How federal estate taxes work, plus estate management documents and tactics.
Learn about the importance of having an estate strategy in this helpful and informative video.
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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.
If you died, what would happen to your email archives, social profiles and online accounts?
Estate conservation is too important to put off. Do you have a smart exit strategy?