Tuesday, October 24, 2017

Issues Regarding Valuation of Cash and Non-Cash Assets in Estate Planning

Valuation of Cash or Financial Assets Valuation of Cash or Financial Assets is determined by providing an independent statement such as from a Bank, Brokerage, Insurance Company or other financial institution. Valuation of Tangible Personal Property In general, if the value of any item of Tangible Personal Property exceeds $5,000 then, a value must be […]

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