Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
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If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?