An Inside Look at Retirement Living

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Using smart management to get more of what you want and free up assets to invest.

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

The market is as unpredictable as the weather. We'd love to help you prepare.

Office:	(440) 505-5744
Fax:	(440) 505-5766