This month, we will continue our discussion of estate planning techniques. Last time, we reviewed the differences between Per Capita and Per Stirpes designations. Those designations are important, but they are not the only estate planning tool you need to be aware of. What if you have an asset that does not allow you to list a
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This month, we will continue our discussion of estate planning techniques. We will be focusing on four additional tools that can be used to enhance an individual’s estate planning. These tools are Power of Attorneys, Patient Advocates, Pour Over Wills, and Stretch IRA Language. If you would like to explore these options in more detail,
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How the Markets are Performing After the Presidential Election After two months in a row of losses for the S&P 500 and DOW in September and October, election day in November immediately created a nice relief rally that we participated in at TD Ameritrade (Source: https://finance.yahoo.com/quote/%5EGSPC/history?p=%5EGSPC). We encourage you to meet with us for a
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Coronavirus Anxiety Round Two For the second month in a row, the re-surging Coronavirus, anxiety about the presidential election, combined with a lack of new stimulus measures pushed the stock market lower towards the end of the month. In October, The S&P 500 was negative -2.77%. (Source: https://finance.yahoo.com/quote/%5EGSPC/history?p=%5EGSPC). Because of the last two months, combined
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Estate Planning – Don’t Overlook it! If you have been following our recent blog postings, you may have noticed we have been focusing heavily on the investment management side of our business. However, comprehensive financial planning involves a wide variety of topics. Our following few blogs will primarily target estate planning topics that the general
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