When Special Care Is Needed: The Special Needs Trust

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

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

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Not FDIC Insured		No Bank Guarantee		May Lose Value
Not a Bank Deposit		Not Insured by any Federal Government Agency