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?
Still looking good, but don’t get complacent
“You’ve got to know when to hold ’em, know when to fold ’em”– Kenny Rogers, “The Gambler” There was no shortage of headlines this month to test investor resolve. Long-term Treasury yields climbed to multi-decade highs amid renewed concerns about deficit and inflation....
