Lindell G. Douglas, CFP®
Managing Partner

(954) 306-8668

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.

Share |
 

Related Content

Safeguard Your Digital Estate

Safeguard Your Digital Estate

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

4 Steps to Protecting a Child with Disabilities

4 Steps to Protecting a Child with Disabilities

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

Principles of Preserving Wealth

Principles of Preserving Wealth

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

 

Have A Question About This Topic?


Thank you! Oops!

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

A Checklist for When a Spouse or Parent Passes

An overview of some fundamental steps when a loved one passes.

Put It in a Letter

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

View all articles

What Is My Current Net Worth?

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

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is My Life Expectancy?

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

View all calculators

Principles of Preserving Wealth

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

View all presentations

When Special Care Is Needed: The Special Needs Trust

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

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

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.

View all videos