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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Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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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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