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."
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.