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.
Have A Question About This Topic?
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
If you’ve been re-married or divorced, these family structures may present some unique challenges. This article will help your clients with blended families think and prepare their estate strategy.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
No matter where you are in your life – just starting out, a couple years into your career or planning for retirement – you can and should have an estate plan.
Second marriages are a trigger event to revisit any existing estate strategies.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
How federal estate taxes work, plus estate management documents and tactics.
If you died, what would happen to your email archives, social profiles and online accounts?
Estate conservation is too important to put off. Do you have a smart exit strategy?
Estate Planning is not just for the extremely wealthy
A special needs trust helps care for a special needs child when you’re gone.
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.