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7 Reasons to Set Up a Trust
Kellie Collier

Secure Your Legacy: 7 Compelling Reasons to Set Up a Trust

As a prudent investor, you understand the importance of making wise financial decisions to protect your assets and secure your legacy. One of the most

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Kellie CollierJuly 24, 2024
Trust_Document
Jeremy Lau

The Basics of Reading and Interpreting a Trust Document

As a new family trustee, one of the most important tasks you will have is reading and interpreting the trust document. This document is your

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Jeremy LauMay 29, 2024
See Through Trusts
Jared Ong

Maximizing Wealth Transfer: The Power of See Through Trusts

When it comes to transferring wealth to future generations, one of the most effective and secure options is a See Through Trust. A See Through

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Jared OngApril 23, 2024
Uniform Prudent Investor Act
Jared Ong

Decoding the Uniform Prudent Investor Act (UPIA)

What is the Prudent Investor Act? Unless you are working within the finance industry, most individuals invest for themselves or for their families, usually with

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Jared OngJanuary 24, 2024
Managing_Parents_Finances
Kellie Collier

Caring for Mom and Dad: Managing Parents Finances

As our loved ones age, it becomes increasingly clear that beyond their physical and emotional needs, the financial needs of our parents become a priority.

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Kellie CollierNovember 17, 2023
Corporate Transparency Act
Jared Ong

How the Corporate Transparency Act Impacts Your Role as Fiduciary

As a professional fiduciary, it is crucial to stay up-to-date with legislative changes that impact your role and the way you conduct business. The recently

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Jared OngNovember 8, 2023
Charities can be named as a Remainder beneficiary can
Kellie Collier

Reminder, Charities Can be a Remainder Beneficiary

When creating an estate plan, many individuals wish to leave a lasting impact. For some, that means leaving behind assets that will establish a long

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Kellie CollierOctober 25, 2023
Expert_Witness_Estate_and_Trust_Litigation
Kellie Collier

Trust and Estate Litigation: Why Hiring an Expert Witness is a Game-Changer

Expert witnesses play a crucial role in helping the court make informed decisions in litigious cases. In fact, an expert witness’ testimony can significantly impact

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Kellie CollierSeptember 27, 2023
Marshaling_Annuity_Assets
Jared Ong

Beginners Guide to Marshaling Annuity Assets

Families, fiduciaries, guardians or conservators who are marshaling annuity assets may be unsure where to start. As there are various types of annuities and many

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Jared OngMay 26, 2023
Avoiding_Probate
Jeremy Lau

The Golden Rule for Avoiding Probate

What’s the golden rule for avoiding probate? Create a plan. While that recommendation sounds both simple and nondescript, the truth is that an overarching plan

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Jeremy LauMay 24, 2023
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