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.
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Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Understanding the types of extended care services—and what those services could cost—may be critical.