When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
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1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.
The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.