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.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Critical Estate DocumentsSound estate management includes creating financial and healthcare documents. Here’s an inside look.
Test Your Estate Strategy KnowledgeEstate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Problems with ProbateProbate can be a completely public process, or it can be managed to include as little information as possible.
A Primer on Irrevocable Life Insurance TrustsIrrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
3 Estate Challenges for Blended FamiliesIf 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.
Yours, Mine, and Ours: Estate Strategies for Second MarriagetSecond marriages are a trigger event to revisit any existing estate strategies.