Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
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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.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Help your clients with these practical steps to make the most of their six-figure income.