Include Next Generation in Estate Planning Process

Include Next Generation in Estate Planning Process

Include Next Generation in Estate Planning Process If you think you have run out of things to talk about with your adult kids, how about a worthwhile chat about incapacity and death? That’s certainly going to get their attention and a photo worthy reaction…usually a wide-eyed look that says “it’s time to head for the hills!” Include Next Generation in Estate Planning Process   We need, however, to ensure that our next of kin are fully prepared and understand what we want should we become incapacitated or die. There are many things we can all do to help the next generation.

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Estate Planning Regardless of Income

Estate Planning Regardless of Income

Estate Planning Regardless of Income There's a common misconception among the American public that estate planning is only the domain of the elderly or the very wealthy. However, that's far from the truth. The fact is estate planning is something that can be done by people of any income level, and should be considered by everyone.  Estate Planning Regardless of Income If you haven't considered yourself as a candidate for estate planning, you might be underestimating the value of your assets. In fact, you might think of items like your home, your car and your life insurance simply as part

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How to Approach Volatile Markets

How to Approach Volatile Markets

How to Approach Volatile Markets When managing your wealth, it is important to have a prepared approach for volatile markets. By definition, volatility is a statistical measure of the dispersion of returns for a given security or market index. Volatility can be measured by the variance between returns from that same security or market index. The more volatile the security or index the riskier it usually is. How to Approach Volatile Markets Last year, 2015 was a year of volatility for most market indices (S&P 500, DOW and Emerging and Developed International Markets.) The S&P 500 ended the year up +1.38% and the DOW

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