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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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
When it comes to generational differences, knowing the facts can be difficult.
Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.