2020-10-06T13:33:10-07:00 September 22nd, 2020|News|
Family businesses often take on various functions on behalf of individual family members, including bill paying, household management, investment management, oversight of insurance procurement, and tax and legal matters.
When you were 10, your brother helped you budget your allowance to afford a bike. When you were 20, your sister helped you secure an internship in your career field. So naturally, either would be a great choice as a trustee for your estate, right?
The first half of the year has seen unprecedented volatility. We saw both the fastest bear market ever and the best 50-day return since 1933 in one single contiguous time period from late February to early June.