Estate Planning

Helping people understand key financial concepts is one of the most enjoyable parts of my job as a financial professional.

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Safeguard Your Digital Estate

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

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.