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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For some, the social impact of investing is just as important as the return, perhaps more important.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.