PBMares Wealth Management, LLC was recently ranked as a Top 150 CPA Firm by AUM (assets under management) by Accounting Today magazine, the premier publication of the certified public accounting industry.
While dealing with the emotional toll of losing a loved one, you also face the burden of managing the intricacies of the deceased’s affairs. The Family Love Letter reduces confusion, stress, and conflict. Learn more.
Lately, there have been several stories regarding the possibility that the U.S. economy is in a stock market bubble. It seems whenever there are extended time periods with high growth, the word bubble appears and investors start to become uneasy. So, what are bubbles and should we be concerned with them?
Taking steps now to transfer your physical stock to electronic will take a considerable burden off of your executor. Not only that, if you are able to transfer your physical stock while you are alive, you may also be able to retitle said stock so that it avoids probate.