4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
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A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.