Estate Planning

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.

Managing an Inheritance

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

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And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

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