To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
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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."
Determine your potential long-term care needs and how long your current assets might last.