Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
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A letter of instruction provides additional and more personal information regarding your estate.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.