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.

Will Estate Law Tax Change?

A window of opportunity was opened for estate strategies as part of the 2017 Tax Cuts & Jobs Act. However, that window will shut in less than three years unless Congress decides to act and extend the current rules.