You’ve made investments your whole life. Work with us to help make the most of them.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.