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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Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
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.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
How federal estate taxes work, plus estate management documents and tactics.