When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Have A Question About This Topic?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.