Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.