Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Bucket lists don’t have to be for tomorrow.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.