The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
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It’s never a bad time to speak with your financial professional about changes in your situation.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.