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.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Estate tax laws have changed a few times in recent years. Do you know the new rules?
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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.