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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Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Second marriages are a trigger event to revisit any existing estate strategies.
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
In the hustle and bustle of life, it’s easy to postpone long-term planning, especially for uncomfortable topics. Then there’s the barrier of language. It’s hard to make an estate plan without knowing the terminology of estate planning or what questions to ask.
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.
When do you need a will? The answer is easy: Right Now.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Do you have causes that you want to support with donations?