Will vs. Living Trust

The number of 35-54 year-olds with a will has decreased from 37% in 2019 to 22.5% in 2021 according to Caring.com. Americans are increasingly citing a lack of understanding as the main reason they don’t have these estate planning documents. Wills? Living Trust? Take the guesswork out of estate planning by following this easy infographic.

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Roth IRA Conversion

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Long-term capital gains tax rates for the 2021 tax year