Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
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When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Sustain financial well-being or create wealth through these actions.