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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For homeowners who think their property taxes are too high, there are ways to appeal.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.