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.

 
 
4 Elements of an Estate Strategy

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

A Living Trust Primer

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

 

Choosing a Business Structure

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

Put It in a Letter

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

A Checklist for When a Spouse or Parent Passes

An overview of some fundamental steps when a loved one passes.

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

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When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

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