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Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they’re carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
If you died, what would happen to your email archives, social profiles and online accounts?

Do you have causes that you want to support with donations?

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

If you died, what would happen to your email archives, social profiles and online accounts?
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Is your estate in order? This short quiz may help you assess your overall strategy.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Ascertaining the value of your business is important for a variety of reasons.
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