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.
Have A Question About This Topic?
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Taking regular, periodic withdrawals during retirement can be quite problematic.