Estate | Volkman Wealth

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.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Have A Question About This Topic?

4 Elements of an Estate Strategy

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

Managing the Risk of Outliving Your Money

Steps to help you sustain and grow your retirement savings.

Comparing Mortgage Terms

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

Managing an Inheritance

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

White Elephant Inheritance

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

Grantor Retained Annuity Trusts (GRATs)

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

3 Estate Challenges for Blended Families

This article will help your clients with blended families think and prepare their estate strategy.

Estate Strategies of the Rich and Famous

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

A Checklist for When a Spouse or Parent Passes

An overview of some fundamental steps when a loved one passes.

View all articles