(937) 886-1442 Home About Us Resource Center Client 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 Exit Strategies of the Rich and Famous Estate conservation is too important to put off. Do you have a smart exit strategy? 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 4 Elements of an Estate Strategy Learn about the importance of having an estate strategy in this helpful and informative video. What is the Value of Your Business? Ascertaining the value of your business is important for a variety of reasons. When Do You Need a Will? When do you need a will? The answer is easy: Right Now. ARTICLES CALCULATORS PRESENTATIONS VIDEOS Estate Management Checklist Is your estate in order? This short quiz may help you assess your overall strategy. A Checklist for When a Spouse or Parent Passes An overview of some fundamental steps when a loved one passes. Put It in a Letter A letter of instruction provides additional and more personal information regarding your estate. Managing an Inheritance A windfall from a loved one can be both rewarding and complicated. Understanding the Alternate Valuation Date Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date." A Primer on Irrevocable Life Insurance Trusts Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives. VIEW ALL ARTICLES Contact Kiplinger Wealth Advisors Office: (937) 886-1442 Fax: (937) 886-1664 325 N Main Street Suite 202 Springboro, OH 45066 brad@kipinvest.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. Advisory services offered through Kiplinger Wealth Advisors. Securities offered through Securities America, Inc. Member FINRA/SIPC. Kiplinger Wealth Advisors and Securities America, Inc. are separate companies. Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.