The ultimate reflection of financial security is having enough money to be able to live the lifestyle you desire, regardless of the stage of life you are in. To put it in more basic terms, you will undoubtedly feel financially secure if you have the income and/or assets to pay for all of your necessary—and discretionary—expenses. That is why lifestyle planning is a base foundation of wealth planning. It is an area of planning that..
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The following is a summary transcript of our quarterly commentary video. If you haven’t seen it yet, we invite you to view below.
Believe it or not, 2020 is now more than halfway over. And it is time for our quarterly investment commentary and midyear outlook.
Given the current COVID-19 pandemic, it may seem like an odd time to talk about wealth transfer planning. Nevertheless, for those with large enough estates to be concerned about estate taxes, the pandemic, along with the current beneficial U.S. transfer tax laws, have created a favorable estate tax planning environment. This environment enhances the benefits of many estate planning strategies, which could translate into substantial..
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