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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Sound estate management includes creating financial and healthcare documents. Here's an inside look.
A windfall from a loved one can be both rewarding and complicated.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Steps to help you sustain and grow your retirement savings.
Is your estate in order? This short quiz may help you assess your overall strategy.
Do you have an estate strategy? You should.