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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It sounds simple, but paying yourself first can really pay off.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.