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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Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Is your estate in order? This short quiz may help you assess your overall strategy.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Estate tax laws have changed a few times in recent years. Do you know the new rules?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
If you died, what would happen to your email archives, social profiles and online accounts?
Estate conservation is too important to put off. Do you have a smart exit strategy?
Do you have causes that you want to support with donations?
When do you need a will? The answer is easy: Right Now.