Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
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Though we don't like to think about it, all of us will make an exit sometime. Are you prepared?
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.