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.

Why Everyone Needs an Estate Strategy

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

4 Steps to Protecting a Child with Disabilities

4 Steps to Protecting a Child with Disabilities

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Steps to Protecting a Child with Disabilities

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

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

3 Estate Challenges for Blended Families

This article will help your clients with blended families think and prepare their estate strategy.

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

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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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