Estate | Don O'Donnell, CLU

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.

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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When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

Charitable Giving: Smart from the Heart

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

Test Your Estate Strategy Knowledge

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

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Managing the Risk of Outliving Your Money

Steps to help you sustain and grow your retirement savings.

How Often Should You Update Your Estate Strategy?

Review your legacy approach regularly, particularly following significant life events or legislative updates.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

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Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

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4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.