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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Is your estate in order? This short quiz may help you assess your overall strategy.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Second marriages are a trigger event to revisit any existing estate strategies.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.