Estate

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Global vs. International:  What’s the Difference?

Global vs. International: What’s the Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

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Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

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Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."