It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
It's easy to let investments accumulate like old receipts in a junk drawer.
It may help your business be better prepared in the event of the death of a principal or key employee.