Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.