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.
How federal estate taxes work, plus estate management documents and tactics.
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Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
A letter of instruction provides additional and more personal information regarding your estate.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
This calculator helps estimate your federal estate tax liability.