Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.