Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
If you didn't show up tomorrow, would your employees be able to go it alone?
There are two certainties in life: death and taxes, or so it’s been said. While the thought of filing taxes may not fill you with delight, for many Americans, receiving a tax refund could be the mini financial windfall they need to get back on track with financial goals that may have gone awry during the year.