A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Have A Question About This Topic?
It’s morning and you’re out the door. Immediately your home’s smart devices take over, dialing down the heat, turning off the coffeemaker, and arming surveillance inside and out. In the car, rain-sensing wipers activate at the first drops; adaptive cruise control maintains a steady pace; and upon arrival, parking assist gets you into a tight space, no problem.
Legacy or estate planning is part of good retirement planning. Here are a few things to consider when working on your plan.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."