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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When do you need a will? The answer is easy: Right Now.
If you’ve been re-married or divorced, these family structures may present some unique challenges. This article will help your clients with blended families think and prepare their estate strategy.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.