(727) 466-0444 Home Company Client Center Insights Tools 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 Charitable Giving: Smart from the Heart Do you have causes that you want to support with donations? Estate Management Checklist Is your estate in order? This short quiz may help you assess your overall strategy. 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. Why Everyone Needs an Estate Strategy Do you have an estate strategy? You should. A Primer on Irrevocable Life Insurance Trusts Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives. Problems with Probate Probate can be a completely public process, or it can be managed to include as little information as possible. Succeeding at Business Succession There are a number of reasons for business owners to consider a business succession plan sooner rather than later. 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 Welsh & Associates Office: (727) 466-0444 Fax: (727) 466-0603 1465 South Fort Harrison Avenue Suite 107 Clearwater, FL 33756 pwelsh@sigmarep.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. Securities offered through Sigma Financial Corporation, member FINRA/SIPC. Investment advisory services offered through Sigma Planning Corporation. A registered investment advisor. Welsh and Associates is independent of Sigma Financial Corporation and SPC.