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Frank & Sheri Bautz

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.

 
 
Understanding the Alternate Valuation Date

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."

Put It in a Letter

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

What Is My Current Net Worth?

What Is My Current Net Worth?

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

 

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."

Succeeding at Business Succession

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

Estate Management Checklist

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

Choosing a Business Structure

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

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Will Power

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

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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.

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Principles of Preserving Wealth

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

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