Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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If you died, what would happen to your email archives, social profiles and online accounts?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.