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.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Do you have an estate strategy? You should.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Entrepreneurs all face the same question, “Which business structure should I adopt?”