It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
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How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
How federal estate taxes work, plus estate management documents and tactics.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."