William Peterson Financial Planning

161 Main Street
Jackson, California 95642

209-257-3363
800-545-4209

 

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

 

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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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Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.