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October 2019 Archives

3 estate planning documents beyond a will

Your estate planning may start with a will, but you may not necessarily want to let it end there. You have many more options. One of the most common is a trust, which allows you to leave money to the trust -- rather than putting it into your will -- and then letting the trust pay out to your heirs.

How much do most people have when they retire?

Considering the net value of your assets -- and your debts -- is a good place to begin if you are looking into your estate planning options. To know how to pass that wealth on effectively, you need to know exactly how much you have. People often underestimate or overestimate their wealth, so it's crucial to take stock of everything.

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