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.
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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Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
This calculator helps estimate your federal estate tax liability.
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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
How federal estate taxes work, plus estate management documents and tactics.
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When do you need a will? The answer is easy: Right Now.
Learn about the importance of having an estate strategy in this helpful and informative video.
Estate conservation is too important to put off. Do you have a smart exit strategy?