Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.