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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Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
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."