Estate

Why Everyone Needs an Estate Strategy

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Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

When Heirs are Imperfect

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.