Principles of Preserving Wealth
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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
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."
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.