Estate and Legacy Planning

Estate planning is the management, preservation and the distribution of your assets, both during your life and upon your death.

Your “estate” is all of your assets of any value that you own, including real property, business interests, investments, insurance proceeds, personal property and even your personal effects. Estate planning is necessary to ensure your assets are distributed as you want and your wishes are carried out in the event of your passing or incapacitation.

An “estate plan,” generally, refers to the way your estate is passed on to your loved ones in the event of your death.

Do you have your estate in place or will you use the one provided by the legal system?

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<p>Estate Management 101</p>

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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<p>Safeguard Your Digital Estate</p>

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?
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<p>Test Your Estate Strategy Knowledge</p>

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
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