Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
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Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.