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 letter of instruction provides additional and more personal information regarding your estate.
You wouldn’t leave your paycheck on the bus. Without basic estate planning, your wealth is equally at risk.
Investment account consolidation is important to consider for estate planning.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Legacy or estate planning is part of good retirement planning. Here are a few things to consider when working on your plan.
How federal estate taxes work, plus estate management documents and tactics.