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.

4 Elements of an Estate Strategy

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

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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.

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