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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You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.