When Special Care Is Needed: The Special Needs Trust

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

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