Sorum Financial

This piece presents an overview of fundamental steps to consider when a loved one passes.

A Checklist for When a Spouse or Parent Passes An overview of some fundamental steps when a loved one passes.

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Understanding the Alternate Valuation Date Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date.