A Meal for All Generations





Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Sometimes it can feel overwhelming. It seems like our financial needs outstrip our ability to meet them.
Depending on the mom, the right Mother’s Day gift can run the gamut from flowers to flatscreens, but this year why not try something a little different: the gift of financial confidence. Whether making a household budget or planning for retirement, there’s probably a mom in your life who can use one of these gift ideas: