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.
If you died, what would happen to your email archives, social profiles and online accounts?
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Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Ascertaining the value of your business is important for a variety of reasons.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
How federal estate taxes work, plus estate management documents and tactics.
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.
Estate Planning is not just for the extremely wealthy
Learn about the importance of having an estate strategy in this helpful and informative video.
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.