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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It’s morning and you’re out the door. Immediately your home’s smart devices take over, dialing down the heat, turning off the coffeemaker, and arming surveillance inside and out. In the car, rain-sensing wipers activate at the first drops; adaptive cruise control maintains a steady pace; and upon arrival, parking assist gets you into a tight space, no problem.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Heading into retirement with confidence is easier if your planning includes steps to minimize taxes, especially as it relates to health care planning.