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 an Inheritance
A windfall from a loved one can be both rewarding and complicated.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
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