Estate | Agnello Financial Group, Inc.

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.

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

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When Do You Need a Will?

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

Put It in a Letter

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

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.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

Yours, Mine, and Ours: Estate Strategies for Second Marriage

Second marriages are a trigger event to revisit any existing estate strategies.

Grantor Retained Annuity Trusts (GRATs)

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.

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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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