Saving for College 101

Here’s a crash course on saving for college.

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Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

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

Put It in a Letter

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

Thanks, Mom!

Thanks, Mom!

When it comes to managing your personal finances, there’s plenty of complex advice out there. But often, simpler is better.