Have A Question About This Topic?
Related Content

3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.

Buying a Vacation Home? 5 Questions to Consider First
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.

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."