Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

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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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Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Preparing for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.