房地产
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.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
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Four Reasons Millennials Need an 房地产 Strategy
房地产 strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
生前信托入门
生前信托很受欢迎, but their appropriateness will depend upon your individual needs and objectives.
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The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
3 房地产 Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
4 Steps to Protecting a Child with Disabilities
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
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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 房地产 税?
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.
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什么时候需要遗嘱?
你什么时候需要遗嘱? The answer is easy: Right Now.
Safeguard Your Digital 房地产
If you died, what would happen to your email archives, social profiles and online accounts?
物业管理101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Exit Strategies of the Rich and Famous
房地产 conservation is too important to put off. Do you have a smart exit strategy?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?