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.

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A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

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

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

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A special needs trust helps care for a special needs child when you’re gone.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

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