It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
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Second marriages are a trigger event to revisit any existing estate strategies.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."