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.
Investment account consolidation is important to consider for estate planning.
A letter of instruction provides additional and more personal information regarding your estate.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
You wouldn’t leave your paycheck on the bus. Without basic estate planning, your wealth is equally at risk.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
How federal estate taxes work, plus estate management documents and tactics.