Estate | George Wealth Management

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.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

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When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

White Elephant Inheritance

This article deals with how one might deal with a burdensome inheritance.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

White Elephant Inheritance

This article deals with how one might deal with a burdensome inheritance.

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

4 Steps to Protecting a Child with Disabilities

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

Estate Strategies of the Rich and Famous

The examples of famous celebrities underline the need for a clear estate strategy.

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

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Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

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