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Estate Planning Summary – Year End 2020

Turning Lemons into Lemonade There is great uncertainty in our country today. Americans are worried about their health and their livelihood. Many businesses are struggling. Although the stock market has recovered in recent weeks, stocks are generally trading at lower values than in 2019 and the day-to-day markets are still unpredictable. Across the board, Americans feel a sense of trepidation about the future. While it is hard to imagine there could be anything advantageous about today's uncertainties and depressed asset values, the following factors, coupled with historically low-interest rates, have made it an opportune time to transfer ...