Contextualizing Today’s High S&P 500 Valuation
Valuation is not the only factor to consider when evaluating stock allocations.
Don’t Forget to Include a Residuary Clause in Your Will
When creating a will, most people focus on the big-ticket items — including who gets the house, the car and specific family heirlooms. But one element that’s often overlooked is the residuary clause. This clause determines what happens to the remainder of your estate — the assets not specifically mentioned in your will. Without one, even a […]
Beware the Pitfalls of DIY Estate Planning
A do-it-yourself (DIY) estate plan may seem appealing to those who feel confident managing their own affairs and want to save money. With the abundance of online templates and legal software, it’s easier than ever to draft a will, establish powers of attorney or create a trust without professional help. However, there are significant drawbacks […]