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.

In this "Money Monday" video, we talk about the importance of adding beneficiaries and transfer on death instructions to your accounts.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Principles of Preserving Wealth

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

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