Principles of Preserving Wealth

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

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

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

This calculator helps estimate your federal estate tax liability.

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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.

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Estate conservation is too important to put off. Do you have a smart exit strategy?

When do you need a will? The answer is easy: Right Now.