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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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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Is your estate in order? This short quiz may help you assess your overall strategy.
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A letter of instruction provides additional and more personal information regarding your estate.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps estimate your federal estate tax liability.
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How federal estate taxes work, plus estate management documents and tactics.
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Learn about the importance of having an estate strategy in this helpful and informative video.
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A special needs trust helps care for a special needs child when you’re gone.
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