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."
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.