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    Estate Planning (2)

    Best Practices for Financial Planning in Florida: Include Hurricane Season

    If you’ve lived in Florida for any length of time, you know what happens every summer: Hurricane season. Longtime residents know the drill – protect yourself and your loved ones in terms of shelter, safety and supplies.
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    Estate Planning (2)

    A Beginner's Guide to Understanding a Living Trust

    One of the most common misconceptions about trusts is that they’re only for individuals of high net worth with substantial estates. While it is true that anyone with significant wealth should consider a trust, those of more modest means can benefit from asset protection and other features offered with a trust.
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    Estate Planning (2)

    First quarter corporate earnings exceed expectations

    The S&P 500 index was up slightly in the month of May due to growing investor confidence in higher 2021 corporate revenues and earnings. With the receding COVID pandemic, consumers and businesses are emerging from social-distancing protocols and accelerating their spending. This strong growth in demand for goods has led to inventory shortages in many cases. Temporary delivery delays for raw materials and components are constraining global growth. Employment is expanding, however, which means goods manufacturing should improve and service industries should gain momentum.
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    Estate Planning (2)

    Economic Recovery Is Underway

    With the completion of the fourth quarter of 2020 corporate earnings releases, investors are monitoring daily COVID headlines, rising interest rates, and the potential for a new stimulus program. Corporate earnings were mostly better than expected and guidance for the year ahead was surprisingly strong.
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    Estate Planning (2)

    Initial Market in President Biden's First Days

    The S&P 500 Index was down 1% in January based on investors’ revised expectations of corporate revenue growth and earnings. First, the COVID-19 vaccine distribution and inoculation process is proceeding slowly while the virus is mutating. The new strains appear to be slightly more virulent and the vaccination timeline will take longer and delay economic normalization.
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    Estate Planning (2)

    Highlighting Highlighters

    I normally do not make a practice of working from home, but with safe distancing and travel limitations sparked by the pandemic, staying home was something many were following. After setting up my home office and starting some projects, I reached for my yellow highlighter, then laughed because I didn’t have one at home, then resorted to using Post-it Notes.
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    Estate Planning (2)

    Economic Normalization on the Horizon

    During the month of November, the S&P 500 Index jumped 11% on the expectation of improving economic conditions next year. The index is signaling that the U.S. will reach economic normalization in 2021 due to the development of several COVID vaccines, a likely deferment of further trade wars, a potential stimulus package, and a divided government.
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    Estate Planning (2)

    Happy (SECURE Act) 2020!

    on January 16, 2020 | By Crews Bank & Trust Team
    The Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the SECURE Act, is so new that estate planners and accountants are still learning ways to plan around it to minimize the impact on existing and future clients. Following are some items to ponder as you review your estate plans through the year.
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    Estate Planning (2)

    Estate Planning and Your Pet: Should You Consider a Pet Trust?

    We share our homes, our beds and our hearts with our pets. Is it any wonder we treat them as if they were our children? For some people, pets are the only family member providing love, affection, entertainment, a listening ear and a reason to get up in the morning. They ask for no more than a place to live, to be well fed, cared for and loved – and if you spoil your pets as badly as I do, a lot of tummy rubs. What they give us in return is “priceless.”
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