Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."