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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An overview of some fundamental steps when a loved one passes.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
A letter of instruction provides additional and more personal information regarding your estate.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Steps to help you sustain and grow your retirement savings.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.