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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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
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Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
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