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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Federal estate taxes have long since been a lucrative source of funding for the federal government.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
This article will help your clients with blended families think and prepare their estate strategy.
An overview of some fundamental steps when a loved one passes.
Steps to help you sustain and grow your retirement savings.
Second marriages are a trigger event to revisit any existing estate strategies.
Learn about the importance of having an estate strategy in this helpful and informative video.
A special needs trust helps care for a special needs child when you’re gone.
Estate conservation is too important to put off. Do you have a smart exit strategy?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.