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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When do you need a will? The answer is easy: Right Now.
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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.