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.
Featured Content
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
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Grantor Retained Annuity Trusts (GRATs)
Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
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3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
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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.