Estate

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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What's My Potential Estate Tax?

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Probate can be a completely public process, or it can be managed to include as little information as possible.

Put It in a Letter

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

 

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

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Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

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Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

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What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

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