Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Ascertaining the value of your business is important for a variety of reasons.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.