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The opinions voiced in this article are for general information only. They are not intended to provide specific advice or recommendations for any individual and do not constitute an endorsement by Securities America. To determine which investments may be appropriate for you, consult with your financial professional. Please remember that investment decisions should be based on an individual's goals, time horizon, and tolerance for risk. Securities America does not render tax or legal advice.

 

Saturday, October 22, 2016

When an individual dies, the executor is faced with an important decision that has the potential to impact the taxes owed by the estate and its heirs.¹ The executor will have the option of valuing the estate on the date of death,...