Estate

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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Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

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Do you have an estate strategy? You should.

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The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

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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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Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

What's My Potential Estate Tax?

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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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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