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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In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Assess whether you are running “in the black” or “in the red” each month.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."