How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
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If you’ve been re-married or divorced, these family structures may present some unique challenges. This article will help your clients with blended families think and prepare their estate strategy.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.