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.
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Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.