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 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. An up to date estate plan is an important component to your overall financial picture. We can talk with you about your plan and work with your estate attorney to ensure it is executed according to your wishes.

Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
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Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
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Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
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