HOMEABOUT RESOURCES ACCOUNT VIEWCONTACTAPPLY HERE 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. Related Content Safeguard Your Digital Estate If you died, what would happen to your email archives, social profiles and online accounts? Choosing a Business Structure Entrepreneurs all face the same question, “Which business structure should I adopt?” 4 Elements of an Estate Strategy Learn about the importance of having an estate strategy in this helpful and informative video. Articles Calculators Presentations Videos Will Power Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands. Yours, Mine, and Ours: Estate Strategies for Second Marriage Second marriages are a trigger event to revisit any existing estate strategies. Test Your Estate Strategy Knowledge Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues. Succeeding at Business Succession There are a number of reasons for business owners to consider a business succession plan sooner rather than later. Put It in a Letter A letter of instruction provides additional and more personal information regarding your estate. Four Steps to Valuing an Estate Determining the value of your estate, or for someone who has passed away, can be a complex undertaking. View all articles Contact Office: (831) 438-7223 Fax: (831) 438-6335 chris@difi.com Have A Question About This Topic? Name Email Question 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. The Advisors of Diversified Financial are Registered Representatives with and Securities offered through LPL Financial, Member FINRA & SIPC. Investment advice offered through Diversified Financial, a registered investment advisor and separate entity from LPL Financial. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, FL, IL, NM, OH, OR, WA. Contact Diversified Financial Office: (831) 438-7223 Fax: (831) 438-6335 108 Whispering Pines Drive Suite 130 Scotts Valley, CA 95066 chris@difi.com CA Insurance License #0G98071 Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle All Articles All Videos All Calculators All Presentations