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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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

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.

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

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

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

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

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