A special needs trust helps care for a special needs child when you’re gone.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
How federal estate taxes work, plus estate management documents and tactics.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps estimate your federal estate tax liability.
How federal estate taxes work, plus estate management documents and tactics.
A special needs trust helps care for a special needs child when you’re gone.
When do you need a will? The answer is easy: Right Now.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.