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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Planning for a child with special needs can be complicated, confusing, and even overwhelming.
Do you have an estate strategy? You should.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
How federal estate taxes work, plus estate management documents and tactics.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Do you have causes that you want to support with donations?
A special needs trust helps care for a special needs child when you’re gone.
When do you need a will? The answer is easy: Right Now.
Estate Planning is not just for the extremely wealthy
Estate conservation is too important to put off. Do you have a smart exit strategy?