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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Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Are You Prepared for an Estate Tax Sunset?
The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
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.
Everything You Need to Know About Trusts
Learn all about the basics of trusts to help determine whether establishing one would be beneficial for your financial needs.
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