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.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.