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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Have you heard of the Great Wealth Transfer? If you’re a millennial, it will likely be of particular interest to you, as it may involve an inheritance coming your way. But do you know how you would handle a large influx of money? How millennials manage their wealth in the coming years will play a large role In achieving financial confidence.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Here are the official tax numbers for 2019.