Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Every new year brings promise, but sometimes this annual ritual can feel more like Groundhog Day. You start the year determined to keep your resolutions, but before too long, you default back to bad habits.
One of the best ways to love the people you care about is through properly protecting yourself, and them.