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You own an operating business

Open Business succession. It covers buy-sell agreements, valuation of closely held interests, funding a buyout and how ownership and control pass when an owner dies or retires. Installment payment of estate tax and trust ownership of business interests follow from there.

Your wealth is real estate or private funds

Private investments and real estate explains how partnership and fund interests transfer, how illiquid holdings are valued and why title, not the will, often decides who receives them. Insurance and liquidity shows where an estate finds cash.

You are planning for incapacity

Incapacity and health directives covers financial powers of attorney, health care directives and what a court proceeding involves when no one holds authority. Trusts explains how a successor trustee manages assets already titled in a revocable trust.

You are settling an estate

Estate administration follows the executor's work from appointment through inventory, creditor claims, tax returns and distribution. Fiduciaries and governance sets out the duties executors and trustees owe.

You want to run figures

The tools page holds calculators for estate tax exposure, liquidity, basis and buy-sell funding. Each shows its arithmetic.