Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
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Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."