The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
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Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
An increasing number have been developed to help individuals with their personal finances.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."