Estate

Effective estate management...

... enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate 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.

 

This material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Copyright 2016 FMG Suite.

Have a question?

Fields marked with an * are required
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Put It in a Letter
A letter of instructions provides additional and more personal information regarding your estate.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Articles 1
Calculators 2
Presentations 3
Videos 4

Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.

What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.

Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.

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.

What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.

Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.

Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.

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

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.

Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?