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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Entrepreneurs all face the same question, “Which business structure should I adopt?”
A letter of instruction provides additional and more personal information regarding your estate.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Is your estate in order? This short quiz may help you assess your overall strategy.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps estimate your federal estate tax liability.