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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Do you think of your spouse or life partner as your “better half”? If so, you know that your relationship is more than just two people meeting halfway. In a life partnership — and in the family that grows from it — the whole becomes greater than the sum of its parts.
Congratulations — your business is profitable! Have you considered how much of those profits to reinvest in your business?
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."