Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
A living trust can help control the distribution of your estate upon death.
The probate process can be lengthy and complex. There are strategies you can use to help avoid the probate process.
To retain the tax advantages associated with charitable giving, your gift must be made to a qualified organization.
If you believe your estate will be subject to estate taxes, consider how your heirs will pay the bill.
We feel strongly that our emphasis should remain on investment management, we have partnered with trusted service professionals to provide independent advice in other areas.
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