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What Will I Leave My Loved Ones?

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.

Will

When do you need a will? The answer is easy: RIGHT NOW. We can recommend an extensive network of estate planning attorneys who can help you put it all in writing.

Power of Attorney

We all like to be in control, but it's not always possible. Empowering a trusted person to execute personal and legal matters on your behalf keeps crucial decisions with someone who will put your best interests first.

Living Will

Nearly two-thirds of Americans don't have a living will, don't be one of them. Make sure you have very clear instructions on hand on how to handle difficult life and health decisions if you are not able to make them.

Trusts

Trusts can help you control your assets and build a legacy. We can help you decide what types may be best for you.

View and download our helpful legacy planning resources ...

Take the time to plan with our comprehensive guides

Discussing your end-of-life wishes can be sometimes overwhelming, so we offer these complimentary guides that break the legacy planning process down into step-by-step, thoughtful exercises.

View guides

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.
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Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
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Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?
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Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
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How can we help you define your legacy?

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