Estate | Hobgood Wealth Advisors

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.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

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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.

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

Charitable Giving: Smart from the Heart

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

Estate Management Checklist

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

4 Steps to Protecting a Child with Disabilities

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

White Elephant Inheritance

This article deals with how one might deal with a burdensome inheritance.

And the Executor Is

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

Planning for a Child With Special Needs

5 ways to navigate the financial challenges associated with caring for someone with special needs.

Choosing a Business Structure

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

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When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Perspectives on Estate Planning

Estate Planning is not just for the extremely wealthy

Charitable Giving: Smart from the Heart

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

4 Elements of an Estate Strategy

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

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.

When Special Care Is Needed: The Special Needs Trust

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

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Articles

And the Executor Is

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

You May Be Wealthier Than You Think

Family wealth is measured in ways not found on a spreadsheet or portfolio statement.

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

Helping Your Children Prepare for an Inheritance

Six strategies to facilitate an important – though potentially uncomfortable – conversation around inheriting wealth.

3 Estate Challenges for Blended Families

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

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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Videos

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.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Perspectives on Estate Planning

Estate Planning is not just for the extremely wealthy

4 Elements of an Estate Strategy

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

Charitable Giving: Smart from the Heart

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

Exit Strategies of the Rich and Famous

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

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