Exit Strategies of the Rich and Famous

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

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

How federal estate taxes work, plus estate management documents and tactics.

Not FDIC Insured	No Bank Guarantee	Not a Deposit
Not Insured by any Federal Government Agency		May Lose Value

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