Rightsizing for Retirement
What does your home really cost?
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We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."