(903) 763-4711 brian@cfgpros.com ABOUT SERVICES RESOURCES LOGINCONTACT 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. When Special Care Is Needed: The Special Needs Trust A special needs trust helps care for a special needs child when you’re gone. A Primer on Irrevocable Life Insurance Trusts Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives. When Do You Need a Will? When do you need a will? The answer is easy: Right Now. ARTICLES CALCULATORS PRESENTATIONS VIDEOS Why Everyone Needs an Estate Strategy Do you have an estate strategy? You should. Tips for Finding Care for Your Disabled Child The care of special-needs children continues into their adult years, and may survive the passing of their parents. 4 Steps to Protecting a Child with Disabilities Planning for a special-needs child can be complicated, confusing, and even overwhelming. And the Executor Is The right executor may help ensure the distribution of your assets is done with as little upheaval as possible. A Checklist for When a Spouse or Parent Passes An overview of some fundamental steps when a loved one passes. Critical Estate Documents Sound estate management includes creating financial and healthcare documents. Here's an inside look. VIEW ALL ARTICLES Have A Question About This Topic? Name Email Question Sign up for my Newsletter Name Email SIGN UP 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. Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC, Investment advisory services offered through Avantax Advisory ServicesSM, Insurance services offered through Avantax affiliated insurance agency. The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third party website. Contact Coventry Financial Group Office: (903) 763-4711 125 W Lipscomb St Quitman, TX 75783 brian@cfgpros.com Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle All Articles All Videos All Calculators All Presentations