J Mitchell Financial

12395 World Trade Dr Suite 200
San Diego, CA 92128

(888) 888-8888

Estate

Test Your Estate Strategy Knowledge

Have A Question About This Topic?

Thank you! Oops!

Related Content

Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Understanding 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."

Getting a Head Start on College Savings

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.