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.
Do you have causes that you want to support with donations?
Probate can be a completely public process, or it can be managed to include as little information as possible.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
A letter of instruction provides additional and more personal information regarding your estate.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.