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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Charitable Giving: Smart from the Heart

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A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

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

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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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