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Estate


What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Planning for Special Needs Children

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Principles of Preserving Wealth

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

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