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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If you died, what would happen to your email archives, social profiles and online accounts?
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.