Estate Planning

ESTATE PLANNING

Why you should consider an estate strategy

Estate planning is important for everyone, not just the wealthy. It’s about protecting and providing for you and your family, much more so than just money or taxes. The right kind of plan allows you to maintain control of your assets during your lifetime, plan for your disability, then give what you have to whom you want, when you want and in the way you want.

^{For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.}

Additional Links and Resources

Estate Management Checklist - Is your estate in order? This short quiz may help you assess your overall strategy.
Test your estate strategy knowledge - How well do you know the fundamentals of estate management? Take our short quiz and see.
A bucket plan to go with your bucket list - This video can show you to be better prepared for a comfortable retirement.

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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4 Steps to Protecting a Child with Disabilities

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

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