Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
It’s never a bad time to speak with your financial professional about changes in your situation.