The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

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Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

To choose a plan, it’s important to ask yourself four key questions.

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

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