The Good Life | March 2021
Client meetings are still being held online or via phone - whichever is preferred - to keep everyone in good health. The McCarthy & Cox lobby is open for those who may need to drop-off or sign paperwork.
Basic Estate Planning Documents
Are you covered and up-to-date?

Although many of us don’t like to think about planning for a future that we won’t be around to experience, a well-thought-out estate plan helps us manage and preserve assets during life and conserve and direct the distribution of assets at death. 

Basic estate planning is for everyone. Through an estate plan, you have a say in the “how, when, and to whom” your assets are transferred, in addition to achieving your own specific tax and non-tax planning goals. 

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Other Considerations 
A will governs only probate property; a trust governs only assets owned by the trust. In addition, some assets pass outside of probate by virtue of a beneficiary designation or the manner in which title is held. Therefore, it is important for you and your financial advisor to review the ownership and/or beneficiary designation of these assets to be sure that they will be distributed according to your wishes upon death. These assets include: 
  • Jointly held property
  • Life insurance proceeds
  • Retirement benefits
  • Employee death benefits
  • Retirement plan proceeds
Your financial advisor can coordinate efforts with your attorney and tax preparer in creating an estate plan that suits your needs and purposes and helps achieve your financial and personal goals. 

This material has been provided for general informational purposes only and does not constitute either tax or legal advice. Although we go to great lengths to make sure our information is accurate and useful, we recommend you consult a tax preparer, professional tax advisor, or lawyer. 
4 Ways to Combat Pandemic Fatigue and Feel Productive and Happy Again
It starts as soon as you get out of bed.

Written by Amy George, Inc.
We're exhausted. We're less productive. And we didn't get the normal "new year" reset this year. It might be a new year, but it sure doesn't feel like one.

That said, there are things that I'm doing lately that make me feel better, more in control, and more productive. As we approach the one-year anniversary of living and working during Covid-19, I want to share how I'm pushing through the fog, finding inspiration, and making working during a global pandemic work for me.

  1. Get back to a "normal" sleeping routine.
  2. Upgrade your list making.
  3. Network more intentionally.
  4. Make time for you every day.

What You May Have Missed

As of January 1, Mark Finney and Megan McCarthy Collins have joined Tom, Jim and Ryan and become partners in the firm! The addition of young, talented, and ethical partners like Mark and Megan will help solidify our service commitment to you for years to come.
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Securities and advisory services offered through Commonwealth Financial Network, member FINRA/SIPC, a Registered Investment Adviser.