The Glassman Wealth Blog
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Selecting the person in charge of your trust At the time of your passing, or possibly even before (living trust trustee), the trustee of your estate becomes legally responsible for managing trust assets and carrying out the duties you’ve set forth. Drawing up your estate documents and thinking about distribution of your hard-earned assets can…
Do you have a stockpile of cash or a bank account with a lot of money you’re not sure what to do with? If so, you’re not alone – according to ici.org, the week ending 3/31/2022 saw an addition of $29.73 billion added to money market investment funds, bringing the total to a towering $4.59…
If there’s one thing all investors and advisors can agree on, it’s that we’re experiencing some serious stock market volatility. In mid-May, the S&P 500 briefly dipped into a 20% bear market before recovering later in the week. But, the questions remain: What’s next? And when does the market recover? In this post, I hope…
There are few things more nerve-racking than receiving a letter from the IRS about a prior tax filing. You know the letter, stating you owe more in tax than you thought with barely any explanation as to why? In our experience at Glassman Wealth, there are a few ways to avoid this. Every spring, taxpayers…
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