Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.