Estate | Chris Curran

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.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

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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.

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.

4 Elements of an Estate Strategy

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

Intellectual Property Rocks in a New Digital Era

Intellectual property ownership and its implications for ordinary people and estates.

3 Estate Challenges for Blended Families

This article will help your clients with blended families think and prepare their estate strategy.

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

4 Steps to Protecting a Child with Disabilities

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

Will Power

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

A Checklist for When a Spouse or Parent Passes

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

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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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