Estate Planning

Estate planning is not only arranging the distribution of your assets in the event of your death, but also the management of your assets should you become incapacitated, which is called a medical care directive. Consideration needs to be given to tax consequences and any special needs trusts or specific restrictions for the beneficiaries. Done correctly, this will allow the estate to bypass probate.


And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
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What Is My Current Net Worth?

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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