Test Your Estate Strategy Knowledge

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Is your estate in order? This short quiz may help you assess your overall strategy.

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

This calculator helps estimate your federal estate tax liability.

How federal estate taxes work, plus estate management documents and tactics.

A special needs trust helps care for a special needs child when you’re gone.

Estate conservation is too important to put off. Do you have a smart exit strategy?

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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