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What a difference six months can make

February 07, 2023   |   Posted in: Tax Laws

Did you know that you could help your family save money on their federal estate tax bill by asking your executor to choose an alternative valuation date? An alternate valuation date can reduce estate tax liability If you have money invested in the stock market, you’re well aware of potential volatility. Needless to say, this volatility can affect your net worth, thus affecting your lifestyle. Something you might not think about is the potential ... more


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