Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

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Understanding the Alternate Valuation Date

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

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This calculator shows how inflation over the years has impacted purchasing power.

Problems with Probate

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Probate can be a completely public process, or it can be managed to include as little information as possible.