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.
Have A Question About This Topic?
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
A windfall from a loved one can be both rewarding and complicated.
The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
Steps to help you sustain and grow your retirement savings.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.