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 letter of instruction provides additional and more personal information regarding your estate.
Second marriages are a trigger event to revisit any existing estate strategies.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.