The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.