Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.