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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Second marriages are a trigger event to revisit any existing estate strategies.
Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Is your estate in order? This short quiz may help you assess your overall strategy.
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This calculator helps estimate your federal estate tax liability.
When do you need a will? The answer is easy: Right Now.
A special needs trust helps care for a special needs child when you’re gone.
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A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.