When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
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Preparing for the unexpected can make all the difference if your family relies on your income.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.