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."
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You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.