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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Probate can be a completely public process, or it can be managed to include as little information as possible.
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Is your estate in order? This short quiz may help you assess your overall strategy.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
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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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A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate