Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.