To understand where we are, it is important to be in possession of two frameworks: the first is how booms begin and turn into bubbles that burst; the second is to understand the maths of valuing assets.
Noting the current US equity bull market recently passed its ninth anniversary, increasingly, opportunities exist in identifying individual stocks with compelling business characteristics rather than riding the vagaries of entire markets.
Five variations to a testamentary trust for you to consider
Testamentary trusts are important to consider in estate planning. They can only be created by being included in a Will prior to death (it’s either in there or not, there are no second chances to add it in later).
Last year the AIA worked with lawyer, Lucy Percy of Head & Heart Estate Planning who delivered a series of articles and a webinar on estate planning and testamentary trusts which was exclusive to members.
Subscribe to our newsletter now and find out the five variations to a testamentary trust Percy suggested that you might like to consider.