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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If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Assess how many days you'll work to pay your federal tax liability.