What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Asset and Account Consolidation for Your Estate
Investment account consolidation is important to consider for estate planning.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.