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.
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No matter where you are in your life – just starting out, a couple years into your career or planning for retirement – you can and should have an estate plan.
An overview of some fundamental steps when a loved one passes.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Wealth management and trust experts discuss how to secure a legacy while deepening familial bonds.
Is your estate in order? This short quiz may help you assess your overall strategy.
How federal estate taxes work, plus estate management documents and tactics.
A special needs trust helps care for a special needs child when you’re gone.
Learn about the importance of having an estate strategy in this helpful and informative video.
Estate Planning is not just for the extremely wealthy
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