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.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
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.