Estate Exit Strategies of the Rich and Famous Estate conservation is too important to put off. Do you have a smart exit strategy? Learn More 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." Learn More Charitable Giving: Smart from the Heart Do you have causes that you want to support with donations? Learn More When Special Care Is Needed: The Special Needs Trust A special needs trust helps care for a special needs child when you’re gone. Learn More Have a Question Name Email Address Phone Question Thank you! Oops!
