
Issues to Consider When Reviewing Estate Planning Documents
Reviewing estate planning documents is an important exercise, but it can be a daunting task that is tedious and even confusing at times.
In part 1 of our three-part series, we introduced cryptocurrency in general. Next, let’s explore the challenges and opportunities that exist for those hoping to earn, store and spend their bitcoin or similar cryptoassets.
Given the challenges, no wonder one tweet from a celebrity can still send a bitcoin’s spending power sinking or skyrocketing overnight. You don’t generally see that from a dollar bill!
Still there are many who believe cryptocurrency is here to stay. Are they right? Will cryptocurrency prevail, and ultimately become a widely accepted means of exchange? If so, which ones will sink? Which will swim? Under what circumstances?
We wouldn’t bet your life’s savings on any particular outcome – which brings us to our next topic of conversation: Does cryptocurrency belong in your evidence-based investment portfolio? Our short answer is no – at the very least, not yet. In part 3, we’ll explain why.
This post was prepared and first distributed by Wendy J. Cook.
Shore Point Advisors is registered as an investment adviser with the State of New Jersey. Shore Point Advisors only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Past performance is not indicative of future returns. All investment strategies have the potential for profit or loss. There are no assurances that an investor’s portfolio will match or outperform any particular benchmark. Content was prepared by a third-party provider. All information is based on sources deemed reliable, but no warranty or guarantee is made as to its accuracy or completeness. All expressions of opinion reflect the judgment of the authors on the date of publication and are subject to change.

Reviewing estate planning documents is an important exercise, but it can be a daunting task that is tedious and even confusing at times.

Explore the role of financial media in investing and how to avoid emotional, headline-driven decisions.

Asset location should not be confused with asset allocation. The two are related, but different, portfolio management techniques.

From new deductions to IRA deadlines, understand the 2025 tax updates that could affect your return and planning strategy.