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
Learn about the importance of having an estate strategy in this helpful and informative video.
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Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Why Everyone Needs an Estate Plan – Yes, Even You
No matter where you are in your life – just starting out, a couple years into your career or planning for retirement – you can and should have an estate plan.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Keeping Your Legacy Secure
Simple strategies to protect your assets from creditors and lawsuits
Keeping Your Legacy Secure
Simple strategies for protecting your assets from creditors and lawsuits
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
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Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Perspectives on Estate Planning
Estate Planning is not just for the extremely wealthy
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
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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