This week, SHP founders, Derek Gregoire, Keith Ellis, and Matthew Peck CFP®, are joined by Attorney Andrew Garcia of council for McManus Estate Planning. Attorney Garcia will talk about the misuse of life estates when it comes to long-term care or medicaid planning. In the SHP Stories segment, Keith Ellis will share a story about a couple who worked with their advisor for 25 years and that advisor only focused on investment planning. Keith will discuss the strategies they took to protect their assets from risks they were exposed to in regards to health care. Then finally, in the weekly market report, Matt will discuss which 6 companies are making up 90% of the gains in the S&P and 80% of the gains in the Nasdaq.
