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Estate Planning

Ensuring a smooth transfer of assets past your lifetime.

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.

A Living Trust Primer

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Put It in a Letter

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.