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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Things to consider before retirement.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."