It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
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What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
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."
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?