Principles of Preserving Wealth
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.