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Preparing for the unexpected can make all the difference if your family relies on your income.
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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Second marriages are a trigger event to revisit any existing estate strategies.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.