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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A Primer on Irrevocable Life Insurance Trusts

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

What's My Potential Estate Tax?

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Estate Strategies of the Rich and Famous

The examples of famous celebrities underline the need for a clear estate strategy.

White Elephant Inheritance

This article deals with how one might deal with a burdensome inheritance.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Are You Prepared for an Estate Tax Sunset?

The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.

Intellectual Property and Your Estate

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

What Is My Life Expectancy?

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

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