When an individual dies, the executor is faced with an important decision that has the potential to impact the taxes owed by the estate and its heirs.¹

The executor will have the option of valuing the estate on the date of death, or on the six-month anniversary of death — the “Alternate Valuation Date.” Pick a Date

It may seem like an obvious decision and simple choice, but it’s not. Here’s why.For estates with substantial […]

(Visited 30 times, 1 visits today)

Pin It on Pinterest

Share This