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Monthly Archives: January 2020

Florida Becomes Fourth State in Nation to Allow Electronic Wills by Lee F. Hediger

Posted January 28, 2020

To encourage more people to engage in estate planning and communicate how they intend to maintain, protect and distribute their assets upon incapacitation or death, the Florida legislature recently approved the use of electronic wills and certain other legal documents. Effective Jan. 1, 2020, Florida residents have the convenience of creating and executing wills and […]

2020 Market Outlook by Joseph Karl, CFA

Posted January 24, 2020

The economy continued to grow in 2019, bucking recessionary fears and extending the country’s longest economic expansion. While the pace of growth over the past 12 months slowed, asset returns remained positive, with U.S. stocks reaching all-time highs, up a total of 31.5 percent for the year. ¹ Heading into 2020, we believe that even […]

The Importance of Selecting and Updating Beneficiaries by Scott Montgomery

Posted January 8, 2020

Naming beneficiaries to receive proceeds from a life insurance policy or retirement account is a difficult decision that requires consideration of a range of factors. Because these selections supersede designations contained in your will, they are an important step in the estate-planning process that must be addressed with particular care and attention to details. Selecting […]

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