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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$1 million in a diversified portfolio could help finance part of your retirement.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.