Test Your Estate Strategy Knowledge

Do you have causes that you want to support with donations? Here are three tips.

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

How federal estate taxes work, plus estate management documents and tactics.

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Not FDIC Insured		No Bank Guarantee		May Lose Value
Not a Bank Deposit		Not Insured by any Federal Government Agency