What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

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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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Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Problems with Probate

Problems with Probate

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