Key Legal Documents for Your Estate

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What are the base-level documents to help manage your estate, and what are the more advanced materials? This article will outline the levels of estate management.

The Great Wealth Transfer

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Baby boomers are preparing to pass nearly $70 trillion to their children. Creating an estate strategy will help you manage the process and prepare your family.

When Your Adult Children Move Home

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Nearly 60% of young adults live with their parents. While it may be great to have family close to home, it’s a good idea to understand the financial trade-offs.