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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If you’re thinking of buying a vacation home with family, here are some ground rules to consider before making it legal.
While estate planning may seem to be primarily the purview of the ultra-wealthy, the truth is that it’s a multifaceted process that can provide benefits to people in many different economic situations.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Simple strategies for protecting your assets from creditors and lawsuits
With a well-planned gifting strategy, you can transfer wealth tax-free to your beneficiaries.
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.
When do you need a will? The answer is easy: Right Now.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Estate Planning is not just for the extremely wealthy
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