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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The Fed Resets Expectations for Next Year | Weekly Market Commentary | December 23, 2024
The Federal Reserve (Fed) is moving more cautiously in adjusting policy, and markets might have a hard time resetting expectations. Throughout the latest press conference with Fed Chair Jerome Powell, equity markets declined as investors were befuddled with the large upward revision to 2025 inflation forecasts; despite disappointing inflation projections, the “vibecession” is over as businesses and consumers have become more optimistic.
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