When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.