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.
If you died, what would happen to your email archives, social profiles and online accounts?
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Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Family wealth is measured in ways not found on a spreadsheet or portfolio statement.
Baird Women Advisors provides 5 tips on how women can build their knowledge and confidence about money and investing.
Second marriages are a trigger event to revisit any existing estate strategies.
Prenuptial agreements are a smart route to take for many couples. Read about reasons to have one and their best practices.
How federal estate taxes work, plus estate management documents and tactics.
Estate conservation is too important to put off. Do you have a smart exit strategy?
When do you need a will? The answer is easy: Right Now.
Learn about the importance of having an estate strategy in this helpful and informative video.
Do you have causes that you want to support with donations?
Estate Planning is not just for the extremely wealthy
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.