Estate Planning
Estate Planning
As part of our Wealth Management offerings, we will provide you with education and support in effective estate-planning strategies. We will work closely with your estate planning attorney on a plan for your full financial picture while receiving ongoing investment management designed to support that plan.
Redefining
Financial Education
Intellectual Property and Your Estate
Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
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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."
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