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Secure 2.0 act
Jared Ong

Secure 2.0 Act: Securing a Strong Retirement

Americans are not prepared for retirement and the government is taking notice. On December 23, 2022, Congress passed the Consolidated Appropriations Act, a sweeping $1.7

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Jared Ong February 1, 2023
trust distributions 65-day rule
Jared Ong

Trustees: Save on Taxes with the Trust Distributions 65-Day Rule

Have you ever wished for the benefit of hindsight when preparing to file taxes?  For fiduciaries, taxes can be especially tricky, because there may be

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Jared Ong January 18, 2023
Crypto_collapse
Jared Ong

Crypto Collapse: Everything You Need to Know About FTX and SBF

On November 11, 2022, the world’s third largest cryptocurrency exchange, FTX Group, filed Chapter 11 bankruptcy protection. The press release, released via Tweet, announced they

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Jared Ong January 4, 2023
Estate_plan
Jared Ong

Estate Plan: Protect Your Loved Ones and Your Legacy

Even in the wake of a global pandemic Americans are not convinced estate planning is necessary. According to a report from Caring.com, only 33% of

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Jared Ong December 21, 2022
Tax loss harvesting
Jared Ong

Tax Loss Harvesting for the Fiduciary: Pros and Cons

It has been a tough year for the bond and stock market with both the aggregate bond market and S&P 500 down. Although no one

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Jared Ong November 29, 2022
Uniform Principal and income act
Jared Ong

Uniform Principal and Income Act vs. Uniform Prudent Investor Act

Fiduciaries handle an immense amount of duties and responsibilities related to the trusts they oversee. Arguably one of the most important responsibilities is complying with

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Jared Ong November 23, 2022
Tax strategies
Jared Ong

Tax Strategies: Building a Better Financial Plan

When you’re building out a financial plan you might consider things like monthly budgeting, retirement, estate planning, emergency funds, or long-term investments. But are you

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Jared Ong October 7, 2022
Is a 529 Plan the Right Move When Education Planning
Jared Ong

Is a 529 Plan the Right Move When Education Planning?

College can be expensive. In fact, tuition inflation over the last decade has averaged 4.635%. Education planning is now a long-term financial consideration for many

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Jared Ong September 23, 2022
financial_conservatorship
Jared Ong

Financial Conservatorships: Managing Conservatee Assets

Whenever my five-year old finds coins on the ground, he gets really excited. He’ll pick up that penny or a quarter and exclaim, “Look at

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Jared Ong September 7, 2022
Locating and marshaling assets
Jared Ong

4 Tips for Locating and Marshaling Assets When Administering a Trust

Regardless if you are an experienced fiduciary functioning as conservator, an executor working to close a family member’s estate, or a new trustee for a close friend’s trust, the process of locating and marshaling assets can be challenging.

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Jared Ong August 19, 2022
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