Have A Question About This Topic?
Related Content
How Often Should You Update Your Estate Strategy?
Review your legacy approach regularly, particularly following significant life events or legislative updates.
Data Breach: Your Security To-Do List
This article provides a checklist of steps to take if you experience a data breach.
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."