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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Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.