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.
Learn about the importance of having an estate strategy in this helpful and informative video.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Steps to help you sustain and grow your retirement savings.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
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.