What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
This article will help your clients with blended families think and prepare their estate strategy.