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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Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Do you have an estate strategy? You should.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.