What Smart Investors Know

What if instead of buying that vacation home, you invested the money?

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

This article will help your clients with blended families think and prepare their estate strategy.

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Not FDIC Insured		No Bank Guarantee		May Lose Value
Not a Bank Deposit		Not Insured by any Federal Government Agency