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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There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
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Is your estate in order? This short quiz may help you assess your overall strategy.
Ascertaining the value of your business is important for a variety of reasons.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
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When do you need a will? The answer is easy: Right Now.
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