Estate
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.
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Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
Are You Prepared for an Estate Tax Sunset?
The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
Are You Prepared for an Estate Tax Sunset?
The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
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