Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.