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Estate

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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Do you have causes that you want to support with donations?

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How federal estate taxes work, plus estate management documents and tactics.

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Do you have causes that you want to support with donations?

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Estate conservation is too important to put off. Do you have a smart exit strategy?

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