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Although we do not want to plan for it, it is likely we will receive some kind of inheritance in our life.
It is important to understand how to manage inheritances coming from Real Estate, Nonqualified Assets, Qualified Assets and Collectibles.
Let us help you through this difficult time and incorporate your new situation into your financial plan.
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
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."