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.

 

Have A Question About This Topic?

Thank you! Oops!
A Checklist for When a Spouse or Parent Passes

A Checklist for When a Spouse or Parent Passes

An overview of some fundamental steps when a loved one passes.

3 Estate Challenges for Blended Families

3 Estate Challenges for Blended Families

If you’ve been re-married or divorced, these family structures may present some unique challenges. This article will help your clients with blended families think and prepare their estate strategy.

Managing an Inheritance

Managing an Inheritance

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