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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1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Using smart management to get more of what you want and free up assets to invest.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.