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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Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Have you considered the special tax treatment on company stock held in a 401(k) plan?
A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.