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 income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Conversations about finances about budgeting can be a touchy subject, especially if you have different views about spending.
Estimate how much of your Social Security benefit may be considered taxable.