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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Managing an Inheritance

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

A Checklist for When a Spouse or Parent Passes

An overview of some fundamental steps when a loved one passes.

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