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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Have you explored all your options when it comes to managing your taxable income?
Do you have causes that you want to support with donations?
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.