A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
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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 right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.