Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
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Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.