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

3 Estate Challenges for Blended Families
If you’ve been re-married or divorced, these family structures may present some unique challenges. This article will help your clients with blended families think and prepare their estate strategy.
Learn More

Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Learn More

Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Learn More
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.