Estate

Why Everyone Needs an Estate Strategy

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Related Content

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.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.