Estate Planning

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 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. We will work closely with your tax and legal professionals.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

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Principles of Preserving Wealth

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

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