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.
When Do You Need a Will?
Estate Management Checklist
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