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 an estate strategy? You should.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
A letter of instruction provides additional and more personal information regarding your estate.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Learn about the importance of having an estate strategy in this helpful and informative video.
Estate conservation is too important to put off. Do you have a smart exit strategy?
A special needs trust helps care for a special needs child when you’re gone.