What You Need to Know About Social Security
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
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A letter of instruction provides additional and more personal information regarding your estate.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.