Generation to Generation
Imagine working a life time to not only save enough money to retire financially independent but also to support your family, especially children. Then you die. What do the courts do with your estate?
The overall purpose of estate planning is to develop a plan that will enhance and maintain the financial security of you and your family. This includes financial planning, which may lead to increase your wealth, conservation of those assets, as well as passing them to the next generation. Estate planning should provide financial security during retirement years and facilitate the intended and orderly distribution of property at death. This can be done with proper usage of wills, trusts and insurance.
*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
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Decent Chance Stock Market Bottom Is in but Far From Certain | Weekly Market Commentary | April 14, 2025
This week was one of the most volatile weeks in the history of the stock market. That excludes the historic two-day decline on Thursday and Friday the week before (April 3–4). The S&P 500 dropped 1.6% on Tuesday, April 8, surged 9.5% on Wednesday, April 9 (the third biggest up day since 1950), fell 3.5% on Thursday, April 10, and jumped 1.8% on Friday, April 11. The S&P 500 ended up nearly 6% for the week.
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