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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3 Estate Challenges for Blended Families

3 Estate Challenges for Blended Families

This article will help your clients with blended families think and prepare their estate strategy.

Managing an Inheritance

Managing an Inheritance

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

Intellectual Property and Your Estate

Intellectual Property and Your Estate

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

3 Estate Challenges for Blended Families

This article will help your clients with blended families think and prepare their estate strategy.

Estate Strategies of the Rich and Famous

The examples of famous celebrities underline the need for a clear estate strategy.

Managing the Risk of Outliving Your Money

Steps to help you sustain and grow your retirement savings.

A Checklist for When a Spouse or Parent Passes

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

Intellectual Property and Your Estate

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

Managing an Inheritance

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

View all articles

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

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