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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Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
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Is your estate in order? This short quiz may help you assess your overall strategy.
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An overview of some fundamental steps when a loved one passes.
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This calculator helps estimate your federal estate tax liability.
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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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Learn about the importance of having an estate strategy in this helpful and informative video.
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