Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
A windfall from a loved one can be both rewarding and complicated.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”