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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Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

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Managing the Risk of Outliving Your Money

Steps to help you sustain and grow your retirement savings.

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4 Steps to Protecting a Child with Disabilities

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

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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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