Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Getting what you want out of your money may require the right game plan.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”