The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

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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."

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You’ve made investments your whole life. Work with us to help make the most of them.

Filing Final Tax Returns for the Deceased

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.