4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
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Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
It’s an exciting time for American investors. Recent years have seen a boom in Americans investing in the stock market, with Goldman Sachs estimating U.S. households will spend $400 billion on equities in 2021, averaging an eyebrow-raising 44% allocation of their total assets to stocks. Between new technologies (like mobile trading apps) lowering the bar to entry and “meme stock” trends raising awareness, it’s no wonder so many people are waking up to the power and potential of investing.
Beneficiary designations allow assets to pass directly to whomever you designate thus by-passing the costs and time involved with the probate process.