When Do You Need a Will?

Estate conservation is too important to put off. Do you have a smart exit strategy?

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

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

Toll-Free:	(888) 972-5257
Fax:	(813) 414-8119

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Not FDIC Insured		No Bank Guarantee		May Lose Value
Not a Bank Deposit		Not Insured by any Federal Government Agency