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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Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.