4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
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Most of us pay too much in taxes because we aren’t aware of all the tax deductions available.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Don’t wait until you’ve reached the point where you feel pressured to make major retirement decisions.