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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Learn about the importance of having an estate strategy in this helpful and informative video.

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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This calculator helps estimate your federal estate tax liability.

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

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

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Learn about the importance of having an estate strategy in this helpful and informative video.

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Estate conservation is too important to put off. Do you have a smart exit strategy?

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