The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

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To choose a plan, it’s important to ask yourself four key questions.

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."

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.