Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
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Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
It’s never a bad time to speak with your financial professional about changes in your situation.