Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
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This calculator compares the net gain of a taxable investment versus a tax-favored one.
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."
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.