Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

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Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

This calculator helps estimate your federal estate tax liability.

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

If you died, what would happen to your email archives, social profiles and online accounts?

A special needs trust helps care for a special needs child when you’re gone.

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

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