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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Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

A letter of instruction provides additional and more personal information regarding your estate.

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.

How federal estate taxes work, plus estate management documents and tactics.

Do you have causes that you want to support with donations? Here are three tips.

Estate conservation is too important to put off. Do you have a smart exit strategy?

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

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