When Do You Need a Will?

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