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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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.

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Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

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Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

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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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