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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
When people save, it brings life rewards. But sometimes after being on your best money behavior for a long time, you want to cut loose and spend. It can happen whether you’ve been saving to buy a home, rejoined the workforce or survived a global pandemic.
Gain the confidence and ability to enjoy retirement the way it should be enjoyed.