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

 

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Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Lots of Variables with Fixed-Rate Mortgages

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What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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Enter various payment options and determine how long it may take to pay off a credit card.

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Estimate your monthly and annual income from various IRA types.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

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