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Financial Services

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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There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

This calculator helps estimate your federal estate tax liability.

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

How federal estate taxes work, plus estate management documents and tactics.

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

A special needs trust helps care for a special needs child when you’re gone.

Do you have causes that you want to support with donations?