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Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. A sound estate strategy can spell out your healthcare wishes and ensure that they're carried out. It can also designate someone to manage your financial affairs if you’re unable to do so.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Ascertaining the value of your business is important for a variety of reasons.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Is your estate in order? This short quiz may help you assess your overall strategy.
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.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Do you have causes that you want to support with donations? Here are three tips.
A special needs trust helps care for a special needs child when you’re gone.
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?
When do you need a will? The answer is easy: Right Now.