Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
This calculator can help you estimate how much you may need to save for retirement.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."