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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While estate planning may seem to be primarily the purview of the ultra-wealthy, the truth is that it’s a multifaceted process that can provide benefits to people in many different economic situations.
A windfall from a loved one can be both rewarding and complicated.
Is your estate in order? This short quiz may help you assess your overall strategy.
Here are three estate planning strategies to consider before the end of the year to assist in transferring wealth.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
No matter where you are in your life – just starting out, a couple years into your career or planning for retirement – you can and should have an estate plan.
Do you have causes that you want to support with donations?
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?
Estate conservation is too important to put off. Do you have a smart exit strategy?
A special needs trust helps care for a special needs child when you’re gone.
Estate Planning is not just for the extremely wealthy