Estate

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

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

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Do you have causes that you want to support with donations?

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

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