Estate | Thomas Pallogudis

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.

Charitable Giving: Smart from the Heart

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

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Estate conservation is too important to put off. Do you have a smart exit strategy?

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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.

Asset and Account Consolidation for Your Estate

Investment account consolidation is important to consider for estate planning.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

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Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Test Your Estate Strategy Knowledge

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

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

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