When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
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You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.