Toby Mathis
Estate Tax Exemption: How Much It Is and How to Calculate It
Estate Planning
Estate planning comes into play when you start thinking about your wealth beyond retirement. In this section, our estate planning attorneys and legal experts guide you through different types of trusts and what might work for you, directives you need, the advantages and disadvantages of using a will vs. a living trust, avoiding probate, the best strategies for estate tax planning, checklists, and mistakes to avoid as you create your individual legacy.