All Wealth Planning Content

Revocable Trusts May Play a Role in Your Estate Plan

Alvina H. Lo |
Emerald GEMs

September 22, 2020, GEM 21 — When contemplating your estate plan, you may wonder whether you should have a revocable trust, also known as a living trust, in addition to your will. The answer may depend on your net worth and the nature of your assets. Generally, the more assets you have, and the more complicated they are, the more you may benefit from a revocable trust.

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Life Insurance May Provide Stability in an Uncertain Environment

Jessica F. Male |
Emerald GEMs

September 15, 2020, GEM 20—These days, with so much uncertainty due to the pandemic, it may help to focus on something you can control, like your estate plan. When most people hear “estate plan,” they think of their will. They don’t necessarily think about life insurance within the context of their overall estate plan. Learn the top five ways life insurance can play a role in estate planning, and maybe bring a bit more stability into an uncertain environment.

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Can Your Portfolio, Balance Sheet,
and Wealth Plan Pass the Test?

Michael McIntyre, CFA |
Wealth Planning

Stress testing is more important than ever as we enter another season of uncertainty.By stress testing your current portfolio you can see how it would likely have fared under different market shocks or stress scenarios and you can determine whether asset allocation shifts or goal adjustments need to be made.Stress testing balance sheets is equally important and can reveal liquidity gaps and cash flow continuity risks should a significant unexpected event take place.

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