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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The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
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Do you have an estate strategy? You should.
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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.
How federal estate taxes work, plus estate management documents and tactics.
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When do you need a will? The answer is easy: Right Now.
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Learn about the importance of having an estate strategy in this helpful and informative video.
Estate conservation is too important to put off. Do you have a smart exit strategy?