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Planning Your Estate

Planning Your Estate



Some guides related to estate planning, information to help make this process as free of stress as possible.

Financial Guides



Financial GuidesEstate Planning: How To Get Started
Post-Mortem Letter: How To Prepare It and What To Include
Retirement Plan Distributions: When To Take Them
Retirement Plan Distributions: How To Take Them
Roth IRAs: How They Work and How To Use Them


Frequently Asked Questions



Frequently Asked QuestionsLiving Trusts: Frequently Asked Questions
Wills: Frequently Asked Questions
Your Estate and Taxes: Frequently Asked Questions


Financial Calculators



Financial CalculatorsWhat Is My Potential Estate Tax Liability?


Hosack, Specht, Muetzel & Wood LLP
2 Penn Center West, Suite 326
Pittsburgh, PA  15276
Phone: (412) 343-9200 | Fax: (412) 343-9209
pvancheri@hsmwcpa.com
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