The Other Sure Thing
Though we don't like to think about it, all of us will make an exit sometime. Are you prepared?
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Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.