An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.