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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 Ong May 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 Lau May 24, 2023
Annuity statement
Jared Ong

Simplifying the Annuity Statement: 8 Details Fiduciaries Must Know

It is not uncommon for a fiduciary who is marshaling assets to find one or more annuity statements. In fact, according to Wink, Inc.’s 2021

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Jared Ong March 2, 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
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
Investable_assets
Jeremy Lau

8 Common Pitfalls of Investable Assets for Successor Trustees

It’s not uncommon for investors, including fiduciaries, to not have a full picture of what is held in their or their client’s investment portfolio. As

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Jeremy Lau November 11, 2022
Protecting_the_trustee_from_investment_related_litigation
Nguyen Vu

Protecting the Trustee from Investment Related Litigation

Fiduciaries of all types are under scrutiny for implementing practices that are in the best interest of beneficiaries of the trust they manage. Liability can

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Nguyen Vu September 16, 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
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