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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Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?