Introduction To 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.
Estate Planning
Helping people understand key financial concepts is one of the most enjoyable parts of my job as a financial professional.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Estimating Your Estate Taxes
Estate tax laws have changed a few times in recent years. Do you know the new rules?
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
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What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Estate Planning
Helping people understand key financial concepts is one of the most enjoyable parts of my job as a financial professional.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.