Broker Check
 

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 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.

Meet with an experienced advisor today to review your current estate plan to ensure that it is designed to account for taxes, charitable giving, providing for your family provides for your overall desired legacy.


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


Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.


Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.