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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A bucket plan can help you be better prepared for a comfortable retirement.
It’s morning and you’re out the door. Immediately your home’s smart devices take over, dialing down the heat, turning off the coffeemaker, and arming surveillance inside and out. In the car, rain-sensing wipers activate at the first drops; adaptive cruise control maintains a steady pace; and upon arrival, parking assist gets you into a tight space, no problem.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.