A Brief History of Estate Taxes Federal estate taxes have long since been a lucrative source of funding for the federal government. Trends in Charitable Giving Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits. 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. Put It in a Letter A letter of instructions provides additional and more personal information regarding your estate. And the Executor Is The right executor may help ensure the distribution of your assets is done with as little upheaval as possible. Estate Management Checklist Is your estate in order? This short quiz may help you assess your overall strategy. Critical Estate Documents Sound estate management includes creating financial and healthcare documents. Here’s an inside look. .