Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
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Estate conservation is too important to put off. Do you have a smart exit strategy?
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.