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.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
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Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.
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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
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When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.
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