Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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."
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.