Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
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It's easy to let investments accumulate like old receipts in a junk drawer.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."