Have A Question About This Topic?
Related Content
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
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."
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?