Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Have A Question About This Topic?
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.