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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Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Ascertaining the value of your business is important for a variety of reasons.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.