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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The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Is your estate in order? This short quiz may help you assess your overall strategy.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
Do you have an estate strategy? You should.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
If you died, what would happen to your email archives, social profiles and online accounts?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Learn about the importance of having an estate strategy in this helpful and informative video.