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 federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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Steps to help you sustain and grow your retirement savings.
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Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
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.
Learn about the importance of having an estate strategy in this helpful and informative video.
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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.
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Estate conservation is too important to put off. Do you have a smart exit strategy?
When do you need a will? The answer is easy: Right Now.