Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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."
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
Do Our Biases Affect Our Financial Choices?
Even the most seasoned investors have biases affecting their financial choices.