Estate

An effective estate strategy enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. It can even designate someone to manage your financial affairs and healthcare wishes should you be unable to do so.

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Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

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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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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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^{Preferred Wealth Management, Preferred Financial Group and Preferred Group do not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.}

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