Have A Question About This Topic?
Related Content
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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."
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.