When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
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It’s an exciting time for American investors. Recent years have seen a boom in Americans investing in the stock market, with Goldman Sachs estimating U.S. households will spend $400 billion on equities in 2021, averaging an eyebrow-raising 44% allocation of their total assets to stocks. Between new technologies (like mobile trading apps) lowering the bar to entry and “meme stock” trends raising awareness, it’s no wonder so many people are waking up to the power and potential of investing.
Without your knowing, your investment portfolio could be off-kilter.
Charitable donations are good for the recipient, and increasingly, research shows that they are good for the giver, too.