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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A windfall from a loved one can be both rewarding and complicated.
The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
Steps to help you sustain and grow your retirement savings.
An overview of some fundamental steps when a loved one passes.
If you’ve been re-married or divorced, these family structures may present some unique challenges. This article will help your clients with blended families think and prepare their estate strategy.
This calculator helps estimate your federal estate tax liability.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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When do you need a will? The answer is easy: Right Now.