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.
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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.
This article will help your clients with blended families think and prepare their estate strategy.
Do you have an estate strategy? You should.
Is your estate in order? This short quiz may help you assess your overall strategy.
Learn about the importance of having an estate strategy in this helpful and informative video.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
If you died, what would happen to your email archives, social profiles and online accounts?