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978.777.6554
rcella@ipswichfinancial.com
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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 strategy 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.

When Do You Need a Will?
Featured Video

When Do You Need a Will?

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

Principles of Preserving Wealth
Featured Presentation

Principles of Preserving Wealth

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

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Safeguard Your Digital Estate

Safeguard Your Digital Estate

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

Choosing a Business Structure

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

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

  • Articles
  • Calculators
  • Presentations
  • Videos

Managing the Risk of Outliving Your Money

Steps to help you sustain and grow your retirement savings.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

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."

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

View all articles

What Is My Current Net Worth?

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

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's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

View all calculators

Principles of Preserving Wealth

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

View all presentations

Safeguard Your Digital Estate

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

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

When Do You Need a Will?

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

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

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?

View all videos

  • Articles

    Four Steps to Valuing an Estate

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

    A Checklist for When a Spouse or Parent Passes

    An overview of some fundamental steps when a loved one passes.

    Four Reasons Millennials Need an Estate Strategy

    Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

    3 Estate Challenges for Blended Families

    If you’ve been re-married or divorced, these family structures may present some unique challenges. This article will help your clients with blended families think and prepare their estate strategy.

    Revising Estate Strategy Assumptions

    Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

    What is the Value of Your Business?

    Ascertaining the value of your business is important for a variety of reasons.

    View all articles

  • Calculators

    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's My Potential Estate Tax?

    This calculator helps estimate your federal estate tax liability.

    What Is My Current Net Worth?

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

    View all calculators

  • Presentations

    Principles of Preserving Wealth

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

    View all presentations

  • Videos

    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.

    Charitable Giving: Smart from the Heart

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

    Exit Strategies of the Rich and Famous

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

    When Special Care Is Needed: The Special Needs Trust

    A special needs trust helps care for a special needs child when you’re gone.

    Safeguard Your Digital Estate

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

    4 Elements of an Estate Strategy

    Learn about the importance of having an estate strategy in this helpful and informative video.

    View all videos

Contact

Office: 978.777.6554

Fax: 978.777.6560

150A Andover Street

Suite 2

Danvers, MA 01923

Series 6, 7, 24, 26, 63, 66

rcella@ipswichfinancial.com

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