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.


Why Everyone Needs an Estate Strategy

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.
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Four Steps to Valuing an Estate

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
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