It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
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Things to consider before retirement.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Beneficiary designations allow assets to pass directly to whomever you designate thus by-passing the costs and time involved with the probate process.