It happens all too often: An individual takes the time to make difficult decisions, implement estate planning strategies, establish a trust—all the right things. Yet, following the person’s death, the estate is still subject to probate and assets pass to unintended heirs. What went wrong?
A new Fed, familiar market dynamics
The S&P 500 finished June down 2.9%, but still closed the second quarter with a very healthy 13% return1. Through...
