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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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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This calculator helps estimate your federal estate tax liability.

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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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When do you need a will? The answer is easy: Right Now.

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A special needs trust helps care for a special needs child when you’re gone.

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Estate conservation is too important to put off. Do you have a smart exit strategy?

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Do You Feel Lucky?

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