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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

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The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Grantor Retained Annuity Trusts (GRATs)

Grantor Retained Annuity Trusts (GRATs)

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.