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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Imagine a retirement without having to worry about money? Well, it’s possible.
The first National Women’s Equality Day was in 1971. Women couldn’t get credit cards in their own name back then. And if a woman became pregnant, she could be legally fired. Thankfully, a lot has changed, but some things haven’t. Women still do not receive equal pay for equal work. The gap is roughly 20%1, and women continue to live longer than men, now by an average of seven years.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.