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.

 
 
When Do You Need a Will?

When Do You Need a Will?

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

Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Do You Feel Lucky?

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.