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 calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.