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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Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
5 ways to navigate the financial challenges associated with caring for someone with special needs.
A letter of instruction provides additional and more personal information regarding your estate.
While estate planning may seem to be primarily the purview of the ultra-wealthy, the truth is that it’s a multifaceted process that can provide benefits to people in many different economic situations.
Simple strategies to protect your assets from creditors and lawsuits
Second marriages are a trigger event to revisit any existing estate strategies.
How federal estate taxes work, plus estate management documents and tactics.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Do you have causes that you want to support with donations?
If you died, what would happen to your email archives, social profiles and online accounts?
When do you need a will? The answer is easy: Right Now.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Estate Planning is not just for the extremely wealthy