Broker Check

We are not here to tell you what to do, but we are here to help make sure that your wishes are
documented and carried out. Do you have real estate? Do you have a blended family? Do you
have a business? Do you have special needs children? Do you have assets over $1,000,000? Are
your children married? Who should manage your estate? Are you the main financial decision-
making spouse but don’t have an estate plan? Are you living with someone you are not married
to? Do you have a lot of stuff that is meaningful to a lot of people? These are just a few
situations that can cause incredible pain for those left after your death. With no Estate Plan
you can compound the pain of loss for loved ones.

A Brief History of Estate Taxes

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.
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Test Your Estate Strategy Knowledge

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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Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.
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A Checklist for When a Spouse or Parent Passes

A Checklist for When a Spouse or Parent Passes

An overview of some fundamental steps when a loved one passes.
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