Principles of Preserving Wealth
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Losing a job is never easy, even under normal circumstances. Losing a job or needing to take extended time off of work due to mental illness, however, comes with its own unique set of pressures to navigate
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.