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Which is Best for You: A Will or Trust?
There are two tools available for passing the bulk of your legacy to others. The best choice for one person might not be optimum for another. Either a will or trust can be the foundation of your estate plan. If it’s a trust, it’s usually a revocable living trust. They’re not exclusive. Most estate plans […]
How Long Will Labor Market, Corporate Earnings Hold Up?
In the next few months, we’ll learn how well household spending and corporate earnings hold up following the most aggressive monetary tightening in 50 years. The Federal Reserve had to tighten monetary policy more in 2022 than it and most investors expected. Higher household wealth and a very tight labor market fueled consumer spending and […]
Which States Will Tax Your Income? New Court Case Helps Taxpayers
One long-term consequence of the pandemic is an increase in disputes over which states can tax a person’s income. The pandemic made some state tax departments more aggressive as they became more concerned about losing tax revenue previously paid by remote workers and retirees who moved out of state. A recent case in New York […]
The Pain Period Will Continue
We’re in the pain period of the economic and investment cycle. The pain began when inflation accelerated in the first half of 2022. The pain has increased since the Federal Reserve decided it was wrong about inflation and had to tighten monetary policy more than planned. The Fed fell so far behind in dealing with […]
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The Retirement Watch Guide to Understanding the Last Will & Testament
There’s a lot more to know about wills than many people realize. The additional knowledge can often result in a much improved estate plan. Let’s first review some basic terms and concepts of the will. A will is a written statement of your instructions and intentions regarding your estate. The phrase “last will and testament” […]
Surprising Fact About Wills You Must Know
There’s a lot more to know about wills than many people realize. The additional knowledge can result in a better estate plan and make it easier to talk with your estate planner. Let’s first review some basic terms and concepts. A will is a written statement of your instructions and intentions regarding your estate. The […]
How to Make a Will Without a Lawyer [Part 2]
To follow up on last week’s Retirement Watch Weekly, here are 5 more steps you can take for making a legal will – without having to hire a lawyer. Name Guardians for Your Children When a testator has minor children, the will should designate one or more individuals who will serve as guardians for the […]
How to Make a Will Without a Lawyer
In a recent survey, 53% of people who did not have a will gave this as their main reason: Difficulty finding an attorney they could trust. However, you don’t need a lawyer to prepare a will for you. You can prepare a will yourself, and there are plenty of resources, especially online, to guide you. […]
