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.

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Managing an Inheritance

Managing an Inheritance

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

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Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

A Living Trust Primer

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

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Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

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Planning for children with special needs can be confusing but by working together, we can help navigate those challenges.

Estate Management Checklist

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A Checklist for When a Spouse or Parent Passes

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

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What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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4 Elements of an Estate Strategy

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

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