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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A financial emergency can happen to anyone.
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.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.