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."
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.