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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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Do you have an estate strategy? You should.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.