A Meal for All Generations
Related Content
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."
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.