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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When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
This calculator can help determine whether it makes sense to refinance your mortgage.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.