Protecting Those Who Matter Most

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Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.

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