Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.