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
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
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."
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.