Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Here’s a quick guide to checking to see if you have unclaimed money.
Whatever you're dreaming of for 2024 and beyond, here are some financial resolutions to consider to help you get there.