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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Do you have an estate strategy? You should.
Second marriages are a trigger event to revisit any existing estate strategies.
Ascertaining the value of your business is important for a variety of reasons.
A windfall from a loved one can be both rewarding and complicated.
A letter of instruction provides additional and more personal information regarding your estate.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
A special needs trust helps care for a special needs child when you’re gone.
Learn about the importance of having an estate strategy in this helpful and informative video.
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.