937-646-0017 danbensman@independentwealthpg.com Account View Login Home About Us Schedule with Dan Right Capital Resources LPL Insights Contact Us 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 Charitable Giving: Smart from the Heart Do you have causes that you want to support with donations? 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 Message 4 Elements of an Estate Strategy Learn about the importance of having an estate strategy in this helpful and informative video. A Checklist for When a Spouse or Parent Passes An overview of some fundamental steps when a loved one passes. 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. Articles Calculators Presentations Videos Contact Office: 937-646-0017 515 East Main Street Suite C Anna, OH 45302 Send an Email 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. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: FL, GA, IN, KY, MA, OH. Securities and advisory services offered through LPL Financial, a registered investment advisor and broker-dealer: Member FINRA/SIPC. Insurance products are offered through LPL Financial or its licensed affiliates.