Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
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You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”