Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Have A Question About This Topic?
Related Content
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."
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.