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 the Risk of Outliving Your Money

Managing the Risk of Outliving Your Money

Steps to help you sustain and grow your retirement savings.

Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

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Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

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

Put It in a Letter

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

Choosing a Business Structure

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

4 Steps to Protecting a Child with Disabilities

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

Estate Management Checklist

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

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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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