Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
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Using smart management to get more of what you want and free up assets to invest.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.