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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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.
When do you need a will? The answer is easy: Right Now.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.