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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Now’s a great opportunity to help kids learn about the value of money. Not just that it’s useful or necessary—but how we get it and how to maximize its value.
Just because your millennial child is living on their own or perhaps even raising children of their own, that doesn’t mean important parent-child conversations should stop.
Second marriages are a trigger event to revisit any existing estate strategies.