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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And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Does Your Child Need to File an Income Tax Return?

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

Asset Allocation

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Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.