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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Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Have you considered the special tax treatment on company stock held in a 401(k) plan?
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.