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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In the hustle and bustle of life, it’s easy to postpone long-term planning, especially for uncomfortable topics. Then there’s the barrier of language. It’s hard to make an estate plan without knowing the terminology of estate planning or what questions to ask.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.