Principles of Preserving Wealth

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Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

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.

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.

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