Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
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Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
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Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
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A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
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A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
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Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
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Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
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Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
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Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
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Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
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