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.

Related Contents

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

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."

Principles of Preserving Wealth

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