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Retirement Realities
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.