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.
Do You Know Who Your Beneficiaries Are?
Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.
Wealth Preservation: Planning to Leave a Legacy
An estate planning strategy could increase the value of your estate and help avoid potential conflicts and delays.