Home Our Story Our Services Resource Center Community Businesses Tools Client Center 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 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 When Special Care Is Needed: The Special Needs Trust A special needs trust helps care for a special needs child when you’re gone. Critical Estate Documents Sound estate management includes creating financial and healthcare documents. Here's an inside look. When Heirs are Imperfect The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive. ARTICLES CALCULATORS PRESENTATIONS VIDEOS And the Executor Is The right executor may help ensure the distribution of your assets is done with as little upheaval as possible. Managing an Inheritance A windfall from a loved one can be both rewarding and complicated. Put It in a Letter A letter of instruction provides additional and more personal information regarding your estate. Test Your Estate Strategy Knowledge Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues. Estate Management Checklist Is your estate in order? This short quiz may help you assess your overall strategy. When Heirs are Imperfect The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive. VIEW ALL ARTICLES CONTACT 117 Peoria Street Washington, IL 61571 Alexander Financial Services Office: 309-444-8031 Fax: 309-444-7695 Email: eobalil@investmentctr.com 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. All Securities Offered Through The Investment Center, Inc. Bedminster, NJ, Member FINRA/SIPC. Advisory Services Provided Through IC Advisory Services, Inc. - An SEC Registered Investment Advisor. Jeffrey Alexander and Eric Obalil are Registered Representatives of The Investment Center, Inc. Alexander Financial Services is not affiliated with The Investment Center, Inc. or IC Advisory Services, Inc. https://www.investmentctr.com/assets/docs/Form_CRS_4.21.21.pdf www.investmentctr.com Important Disclosure Information (Click Here) Copyright 2021 FMG Suite.