It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
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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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Review your legacy approach regularly, particularly following significant life events or legislative updates.
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When you take the time to learn more about how it works, you may be able to put the tax code to work for you.