Markets had a very rough 2022 when inflation, interest rates, and recession fears weighed.¹
Let’s take a look at how markets performed last year and what we might see in the first months of 2023.
New Regulations Open 6 Estate Plan “Wormholes” & Why You Should Revisit Your Plan Right Away
Massive changes introduced by recent laws have made many estate strategies outdated. If you haven’t created or reviewed your estate plans in light of these new rules, you’re at risk of… Accidentally disinheriting your spouse (because of an outdated trust or estate strategy) Failing to take advantage of a temporary tax window (just through 2025) Shortchanging your loved ones by leaving Uncle Sam too much of your hard-earned money Forcing your loved ones to liquidate their inheritance to pay taxes (because IRA rules changed) Not taking full...
