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.
Learn about the importance of having an estate strategy in this helpful and informative video.
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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.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
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Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
An overview of some fundamental steps when a loved one passes.
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How federal estate taxes work, plus estate management documents and tactics.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
If you died, what would happen to your email archives, social profiles and online accounts?
Estate conservation is too important to put off. Do you have a smart exit strategy?
A special needs trust helps care for a special needs child when you’re gone.
Do you have causes that you want to support with donations?
When do you need a will? The answer is easy: Right Now.