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Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

 

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Understanding the Alternate Valuation Date

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

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Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.