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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Is your estate in order? This short quiz may help you assess your overall strategy.
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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Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
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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.
Learn about the importance of having an estate strategy in this helpful and informative video.