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How does estate valuation provide asset protection?

Do you know how to find out how much your estate is worth? If you want to optimize your asset protection in your estate plan, you need to understand the process of determining the value of your property in accordance with federal law. Two types of valuation exist to allow your beneficiaries the most accurate assessment of your property holdings. This could mean the difference between paying the estate taxation, which is triggered at $5.45 million as of 2016 legislation.

The rise of robo-advisors in wealth preservation

Proactive wealth management is an important step in securing not only your future, but also the inheritances you leave behind for your loved ones. Selection of a financial advisor is an important choice and creates a bond of trust that a skilled professional will be looking out for your best interests.

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