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.
Have A Question About This Topic?
This investment account question is vital and answered as early as possible.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Have you considered the special tax treatment on company stock held in a 401(k) plan?