A revocable trust is an estate planning tool designed to manage and protect a grantor’s assets during his or her lifetime. The flexibility and privacy the revocable trust provides makes it an appropriate vehicle for many people. Unlike an irrevocable trust, a revocable trust can be amended, or revoked entirely, at any time during the grantor’s life because the assets remain a part of the grantor’s estate.
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Deciding whether assisted living is right for you or a loved one is no small task. The considerations surrounding a move to assisted living are extensive, and the choices and tradeoffs to be made can be overwhelming. The very first step in the process is to evaluate what kinds of services you need today and to consider what level of care you may need in the future. Some facilities may be able to meet both needs, while others may not.
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What actually makes for a happy life, a fulfilling life—a good life? Robert Waldinger (a friend of LBA) and his colleague Marc Schulz, directors of the Harvard Study of Adult Development and leaders of the world’s longest scientific study on happiness, share the surprising answer to this question in their forthcoming book, The Good Life…
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– Notable: Fed rate hikes, large retailers slashing orders, household living expenses
– Company Highlights: Visa, Amazon, American Tower, Edwards Lifesciences, Apple
– On Our Minds: The US Dollar
POSTED IN: LBA Monthly View
– Notable: on-demand streaming servicing trends, CEO resignation records, college tuition
– Company Highlights: Coloplast, Microsoft, Edwards, Apple, ConocoPhillips
– On Our Minds: What a difference a few weeks makes
POSTED IN: LBA Monthly View
– Notable: Rising prices, quality of vehicles, 5G smartphone trends, China’s real estate market
– Company Highlights: Pepsi, American Town, Amazon, Keurig Dr. Pepper, Alphabet
– On Our Minds: What is a Yield Curve Inversion? Why Does it Matter?
POSTED IN: LBA Monthly View
– Notable: price of avocados, US personal savings rate, gas prices, “crypto winter”
– Company Highlights: PAR Technology, Enterprise Products Partners, Alphabet, Apple, Keurig Dr. Pepper
– On Our Minds: Looking beyond the recent rate hikes
POSTED IN: LBA Monthly View
In this newsletter edition we cover the following:
– Importance of Staying Invested
– E-Commerce Growth
– US Housing Market
– America’s Energy Renaissance
– Irrevocable Trusts
– Central Banks
POSTED IN: Reflections & Observations
– Notable: battery production, pizza principle, Ax-1, canine trends
– Company Highlights: Johnson & Johnson, Amazon, Enterprise Products, Nike, Proctor & Gamble
– On Our Minds: Stock Splits Shouldn’t Create Value
POSTED IN: LBA Monthly View
– Notable: Alphabet, Union Pacific, Ecolab, NVDIA and Visa
– Company Highlights: Moscow exchange, rising interest rates, ride-sharing trends and average home price
– On Our Minds: Impacts of the Russia-Ukraine war
POSTED IN: LBA Monthly View
