Leaving Your Lasting Legacy Retirement Is Right Around the Corner In this ebook, we share some retirement considerations as you round the corner toward this exciting milestone. First Name Last Name Email Address Thank you! Oops! Want to do more with your wealth? You might want to consider creating a charitable foundation. Related Content A Home Insurance Claim: To File Or Not To File Learn when it may not make sense to file a claim on your home insurance. 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." Retirement Is a Beginning Key questions to answer when you are considering retirement.