Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.