Estate Planning
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.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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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
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
When Special Care Is Needed: The Special Needs Trust
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Estate conservation is too important to put off. Do you have a smart exit strategy?
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