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978.777.6554
iba@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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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?

Four Reasons Millennials Need an Estate Strategy

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.

Estate Management 101

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.

  • Articles
  • Calculators
  • Presentations
  • Videos

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Succeeding at Business Succession

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

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

A Brief History of Estate Taxes

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

Estate Management Checklist

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

Yours, Mine, and Ours: Estate Strategies for Second Marriage

Second marriages are a trigger event to revisit any existing estate strategies.

View all articles

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.

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.

View all calculators

Principles of Preserving Wealth

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

View all presentations

4 Elements of an Estate Strategy

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

When Do You Need a Will?

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

When Special Care Is Needed: The Special Needs Trust

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

Charitable Giving: Smart from the Heart

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

Safeguard Your Digital Estate

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

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

    Choosing a Business Structure

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

    Are You Prepared for an Estate Tax Sunset?

    The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.

    Test Your Estate Strategy Knowledge

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

    Four Steps to Valuing an Estate

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

    Critical Estate Documents

    Sound estate management includes creating financial and healthcare documents. Here's an inside look.

    A Living Trust Primer

    Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

    View all articles

  • Calculators

    What Is My Current Net Worth?

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

    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.

    View all calculators

  • Presentations

    Principles of Preserving Wealth

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

    View all presentations

  • Videos

    Safeguard Your Digital Estate

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

    Charitable Giving: Smart from the Heart

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

    When Special Care Is Needed: The Special Needs Trust

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

    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.

    4 Elements of an Estate Strategy

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

    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

Contact

Office: 978.777.6554

Fax: 978.777.6560

150A Andover Street

Suite 2

Danvers, MA 01923

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

iba@ipswichfinancial.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of 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 representative, 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.

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Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.   

Ed Slott is not affiliated with LPL Financial and Ipswich Bay Advisors.