Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
The tax rules governing profits you realize from the sale of your home have changed in recent years.
The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.