Investments
You’ve made investments your whole life. Work with us to help make the most of them.
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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."
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.