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