What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.