904-824-8147 Home About Us Resource Center Tools Contact ESTATE 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. Featured 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. Featured Presentation Principles of Preserving Wealth How federal estate taxes work, plus estate management documents and tactics. Have A Question About This Topic? Name Email Question Charitable Giving: Smart from the Heart Do you have causes that you want to support with donations? A Checklist for When a Spouse or Parent Passes An overview of some fundamental steps when a loved one passes. When Special Care Is Needed: The Special Needs Trust A special needs trust helps care for a special needs child when you’re gone. ARTICLES CALCULATORS PRESENTATIONS VIDEOS What is the Value of Your Business? Ascertaining the value of your business is important for a variety of reasons. Managing an Inheritance A windfall from a loved one can be both rewarding and complicated. 4 Steps to Protecting a Child with Disabilities Planning for a special-needs child 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. Critical Estate Documents Sound estate management includes creating financial and healthcare documents. Here's an inside look. Test Your Estate Strategy Knowledge Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues. VIEW ALL ARTICLES Contact Cowan Financial Group, Inc. Office: 904-824-8147 Toll-Free: 800-397-8147 Fax: 904-824-6066 3275 US Highway 1 S St. Augustine, FL 32086 mhatzl@cowanfg.com Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle All Articles All Videos All Calculators All Presentations Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2021 FMG Suite. Financial professionals associated with this site are registered to conduct securities business and licensed to conduct insurance business in certain states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. Securities and Investment Advisory Services offered through NEXT Financial Group, Inc., Member FINRA/SIPC. Cowan Financial Group is not an affiliate of NEXT Financial Group, Inc. To view NEXT Financial Group's privacy policy and other important information, visit the "Customers" section of www.nextfinancial.com.