Estate

Money Doesn’t Come Without Guidence ...

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

Do you have causes that you want to support with donations?

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Principles of Preserving Wealth

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

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    When Special Care Is Needed: The Special Needs Trust

    A special needs trust helps care for a special needs child when you’re gone.

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    Put It in a Letter

    A letter of instruction provides additional and more personal information regarding your estate.

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    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.

    Our business is built on a foundation of thoughtful client relationships.

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