Timothy E. O'Donnell

(847) 519-1413

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

 

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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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What do concerns or uncertainty about AI mean for your future and your financial strategy?

Asset Allocation

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