7902 Highway 6
Ste 100
Hitchcock, TX 77563

SLC Investment Services

(409) 986-3979

 

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

 

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Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

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

Long-Term-Care Needs

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.