Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
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Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
The second iteration of the SECURE Act brings forward several changes to the world of retirement.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."