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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It’s nighttime, and you’re walking down a long, dark hallway with only a flashlight to guide you. Suddenly the light falls upon a horrifying sight — is it a creepy clown? Or a flesh-eating zombie? Oh no, it’s something far more ghastly.
These four essential steps can help to increase your financial confidence for the year ahead.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.