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Estate

Test Your Estate Strategy Knowledge

 

Related Content

The Rule of 72

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

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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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Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

 

 

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Office: 215.735.8166
Fax:215.253.3944

ksegal@independenceconsult.com

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Contact

Independence Financial Consultants
Office: 215.735.8166
Fax:215.253.3944

832 N. Newkirk Street
Philadelphia, PA 19130

ksegal@independenceconsult.com

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