(415) 472-1510 REDWOOD FINANCIAL ADVISORS, INC. Home Company Insights 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. 4 Steps to Protecting a Child with Disabilities Planning for a special-needs child can be complicated, confusing, and even overwhelming. When Do You Need a Will? When do you need a will? The answer is easy: Right Now. ARTICLES CALCULATORS PRESENTATIONS VIDEOS Problems with Probate Probate can be a completely public process, or it can be managed to include as little information as possible. 4 Steps to Protecting a Child with Disabilities Planning for a special-needs child can be complicated, confusing, and even overwhelming. Yours, Mine, and Ours: Estate Strategies for Second Marriage Second marriages are a trigger event to revisit any existing estate strategies. Critical Estate Documents Sound estate management includes creating financial and healthcare documents. Here's an inside look. 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." Trends in Charitable Giving Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits. VIEW ALL ARTICLES Contact Redwood Financial Advisors, Inc. Office: (415) 472-1510 Fax: (415) 472-1850 165 N. Redwood Drive Suite 170 San Rafael, CA 94903 rlmargetic@gmail.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. Member FINRA & SIPC