Principles of Preserving Wealth

Principles of Preserving Wealth

What is the purpose of estate management? Estate management is about preserving the assets you’ve spent a lifetime building. It’s about protecting your spouse, children, or other heirs and ensuring that your assets are distributed how and when you want them to...
Critical Estate Documents

Critical Estate Documents

Financial Documents Joint OwnershipDurable Power of AttorneyLiving TrustWhat does it do?Enables you to own property jointly with another personAuthorizes someone to handle legal and financial decisions if you become incapacitatedHolds your belongings until your...
Estate Management Checklist

Estate Management Checklist

Do you have a will?A will enables you to specify who you want to inherit your property and other assets. A will also enables you to name a guardian for your minor children.Do you have healthcare documents in place?Healthcare documents spell out your wishes for health...
And the Executor Is

And the Executor Is

U.S. Supreme Court Justice Warren Burger is famous for more than just his time on the bench. When he died in 1995, he left a 176-word will that gave no specific power to his executors.1 As a result, he reportedly cost his estate tens of thousands of dollars in...
Put It in a Letter

Put It in a Letter

American actor Lee Marvin once said, “As soon as people see my face on a movie screen, they knew two things: first, I’m not going to get the girl, and second, I’ll get a cheap funeral before the picture is over.”1 Most people don’t spend too much time...
Will Power

Will Power

Only 45% of adults have a will or other estate documents in place, which may not be entirely surprising.1 No one wants to be reminded of their own mortality or spend too much time thinking about what might happen once they’re gone.But a will is an instrument of power....

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