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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Legacy or estate planning is part of good retirement planning. Here are a few things to consider when working on your plan.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
A letter of instruction provides additional and more personal information regarding your estate.
Investment account consolidation is important to consider for estate planning.
How federal estate taxes work, plus estate management documents and tactics.