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When Do You Need a Will?

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Estate Planning Checklist

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A comprehensive estate plan is vital for families with significant assets. The checklist can help ensure nothing is left out.

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Use this calculator to estimate your capital gains tax.

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."