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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Do you have causes that you want to support with donations?

Four Steps to Valuing an Estate

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Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

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Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

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Entrepreneurs all face the same question, “Which business structure should I adopt?”

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Principles of Preserving Wealth

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

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Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

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.

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Estate conservation is too important to put off. Do you have a smart exit strategy?

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