Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.