(Daily Journal Online) - End of life planning can now include what happens to you social media accounts when you die. CBS2's John Dias explains.
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https://dailyjournalonline.com/partners/cnn/millennials-starting-to-estate-plan-for-social-media-pages/video_0ddf6dfd-33be-5d19-bd35-8bc4471043f1.html
By John Dias - CBS 2
May 15, 2023
The “lockup” narrative around direct indexing suggests tax benefits vanish after initial loss harvesting. Jerry Michael, President of Smartleaf, dismantles the myth by showing how direct indexes can deliver tax efficiency across every client milestone—from onboarding legacy positions to withdrawals, charitable giving, and rebalancing. The issue isn’t whether direct indexes work long term; it’s whether advisors understand tax management beyond loss harvesting alone.
The US economy added 119,000 positions in September, data from the Bureau of Labor Statistics showed Thursday.