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.
The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
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.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
How federal estate taxes work, plus estate management documents and tactics.
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?
When do you need a will? The answer is easy: Right Now.
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.
A special needs trust helps care for a special needs child when you’re gone.