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James D'Aprile, CFP®

(781) 769-6817

 

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

 

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Understanding the Alternate Valuation Date

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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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Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Surprises

Surprises

Making the most of surprises is a great reason to work with us.