A will is a legal document that directs who will receive your assets upon your death, while a trust is a legal arrangement in which a trustee (someone selected by you) manages and holds your assets and, if desired, distributes income to the beneficiaries of the trust, as well as directs the disposition of the trust’s assets after your death.
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The sharp increase in interest rates has altered the calculus of many financial decisions, including how higher mortgage rates impact the affordability and value of owning a home, especially now that the housing market has cooled.
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The SECURE 2.0 Act passed at the end of last year contains a number of retirement and tax provisions that expands retirement coverage, increases retirement savings opportunities and simplifies a number of retirement rules.
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This March we celebrate National Women’s History Month to recognize the far-reaching contributions women have made since our nation’s founding, honoring pioneering women without whose stories our nation’s history is incomplete to the women of consequence today.
Read MoreIn this white paper, Branding Your Financial Advisory Practice, we discuss what a brand is (and is not), why branding is important and how advisors can create a meaningful brand in their communities.
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