Warmest wishes this holiday season, and a happy & healthy New Year!

Bruce, Sheree, Chris, Bryan, TC, Allison, Melody, Nancy

INTEREST RATES

What we know: With mortgage rates rising near 8.0% last fall, diminished inflation expectations have brought rates back down towards 6.0%.

What we think: We believe mortgage rates have hit their peak, and over the long term will stay between 6-7%. As rates level off, we expect housing inflation to ease.

Estate Planning Checklist: 5 Tasks to Prioritize

It’s difficult to think about what may happen if your health starts to decline – or how your loved ones will carry on after your death. But doing nothing to plan for these events could have unwanted consequences. To make things easier for you and your loved one when the time comes, there are five actions you should prioritize:



1)        Document your health care and internment wishes

2)        Choose an executor

3)        Protect your financial interests

4)        Finalize your will

5)        Create a ‘need to know’ file

To learn more, click here.

Spreading the Love: Tax Savings Strategies for Wealth Transfer

Estate planning and transferring property, savings, and assets to others requires serious strategic thinking. An estate plan ensures that your property and money go to the individual(s) of your choice, while minimizing the impact of estate and gift taxation. Some strategies to do this include taking advantage of the annual gift tax exclusion, creating an irrevocable trust, forming a family limited partnership, or forming a generation-skipping transfer trust. To learn more, click here.

We partner with you build a stronger estate plan that honors your wishes and legacy. Our partners provide insight into how you can minimize estate and gift taxation while still achieving your broader financial goals.

Part of how we provide peace of mind for your financial future is advising you and working with your attorney to set up an estate plan. Contact Allison Walker at (502) 873-0521 to get an appointment with your Financial Advisor.

Call us at 502-873-0521