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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Determine your potential long-term care needs and how long your current assets might last.
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Help determine the required minimum distribution from an IRA or other qualified retirement plan.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.